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26650 The Old Road
Valencia, CA, 91381
United States

800-550-1095

Rose Smith Bio

 
 
 
Rose R. Smith Administrative Assistant

Rose R. Smith
Administrative Assistant

WHY I CHOSE THIS CAREER...

My great grandparents were very affluent back in the 1930s and after the Great Depression things drastically changed for them as they lost all of their fortune. My great grandmother taught the family the importance of appreciating our monetary gifts as well as protecting them, “as you never know when life will throw you a curve ball”.  Additionally, I have learned the value of good customer service and dedication from my father-in-law who owns a small local business. He has always stressed the importance of keeping the business within our own community. His small business is a very successful one because of the excellent customer service he provides.

I grew up in the Santa Clarita Valley and being a part of the Criterion team allows me the opportunity to work close to home and build connections with people in the area. I often run into clients around town and I enjoy interacting with them and getting to know them personally.

I enjoy expanding my knowledge and learning new skills regularly to help provide a better experience for our clients. 

WHEN I’M NOT AT WORK YOU’LL FIND ME…

Spending time with my family and friends. You’ll typically find us at the beach, pool or taking our dog on long walks through our neighborhood in the Summit Arroyos. I also enjoy doing graphic design, gardening, hiking and training at the gym. I recently completed my first Spartan race and look forward to my next challenge.

 
 

OUR TEAM

Robert A. Gravette President LinkedIn

Robert A. Gravette
President

LinkedIn

Zachary P. Herbert, CFA Chief Investment Officer LinkedIn

Zachary P. Herbert, CFA
Chief Investment Officer

LinkedIn

Jason O. Stauffer, CPA Director of Operations LinkedIn

Jason O. Stauffer, CPA
Director of Operations

LinkedIn

Amy Dinsmoor Client Services Administrator LinkedIn

Amy Dinsmoor
Client Services Administrator

LinkedIn