Maria Colón Email and Phone Number
Maria Colón work email
- Valid
- Valid
- Valid
- Valid
Maria Colón personal email
Maria Colón phone numbers
Experienced Advisory Specialist with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Microsoft Excel, Social Media, Microsoft PowerPoint, and Customer Service. Strong investment professional with a Bachelor of Business Administration (BBA) focused in International Business from Fox School of Business at Temple University.
-
Practice Development Specialist1847FinancialPhiladelphia, Pa, Us
-
Internal Advisory SpecialistOsaic May 2024 - PresentUnited States -
Internal ConsultantLincoln Financial Network Feb 2022 - May 2024Philadelphia, Pennsylvania, United StatesDevelop and communicate convincing value propositions to encourage the utilization of Envestnet technology as an alternative to other turnkey asset management programs. Provide guidance to financial professionals and their staff from both a technology and product offering perspective to drive fee-based business sales. -
Senior Wealth Strategy AssociateUbs Mar 2020 - Feb 2022Philadelphia, Pennsylvania, United States•Perform financial market research, analyze portfolio performance, and develop customized investment proposals for a book of business of high net worth and ultra-high net worth clients- total assets under management of ~$500 million•Portfolio implementation- trade executions and money movement to third party managers•Assist with ad-hoc projects related to mortgages, credit lines, 529 plans, trust provisions, and wealth transfer•Facilitate clients’ monthly distributions, charitable contributions, RMDs, and general monetary requests• Client retention and prospecting- update team pitchbook, maintain team website, and send firm-sponsored event invitations and firm publications to current/prospective clients -
Test LeadVanguard Apr 2019 - Mar 2020Malvern, Pa•Create and maintain an extensive suite of end-to-end testing scenarios designed to ensure the quality of various functions and systems- monetary and clerical•Test end-end scenarios/trade paths in both a test and live environment to ensure systems are running smoothly in preparation for monthly releases•Detect, research, and document system defects to prevent critical system malfunctions•Collaborate with developers, project owners, and business partners in client-facing roles to resolve defects uncovered during testing and provide seamless execution of system changes during tactical elevations -
Brokerage Investment ProfessionalVanguard Jul 2017 - Apr 2019Malvern, Pa•Assisted over 6,000 clients with information on asset allocation, risk tolerance considerations, product knowledge, profile maintenance, and monetary transactions•Served as the liaison between the RS Intervention Team and the Fraud department while rectifying sensitive client cases pertaining to fraud•Maintained a role within the Financial Advisors department by assisting with clients whose assets are under management – performed both clerical and monetary transactions•Owned a book of business consisting of high effort cases and served as the single point of contact to ensure completion – service case creation, business partner collaboration, and appointment time management
-
Fingerprint TechnicianTemple University Sep 2016 - Apr 2017Greater Philadelphia Area•Provided walk-in digital fingerprinting services and conducted fingerprinting clinics•Organized community outreach events on and off-campus•Updated and maintained social media outlets such as Twitter and Facebook -
ServerFrench Creek Golf Club Jan 2013 - Aug 2016Elverson, Pa•Provided customer service for 200+ seat, fine-dining private golf club restaurant•Replenished supplies and assisted banquet staff with weddings and large events •Served as hostess and bartender when needed, including resolving customer concerns and serving as a liaison to the manager, kitchen crew, and wait staff
-
Ocean Import InternSamuel Shapiro & Company, Inc. Sep 2015 - May 2016Greater Philadelphia Area•Assisted import analysts with the transactions of customs entries•Corresponded with shipping lines and navigated through associated databases for shipment information•Organized and maintained an extensive filing system
Maria Colón Skills
Maria Colón Education Details
-
International Business -
Twin Valley High SchoolHigh School
Frequently Asked Questions about Maria Colón
What company does Maria Colón work for?
Maria Colón works for 1847financial
What is Maria Colón's role at the current company?
Maria Colón's current role is Practice Development Specialist.
What is Maria Colón's email address?
Maria Colón's email address is ma****@****ubs.com
What is Maria Colón's direct phone number?
Maria Colón's direct phone number is +148436*****
What schools did Maria Colón attend?
Maria Colón attended Fox School Of Business At Temple University, Twin Valley High School.
What skills is Maria Colón known for?
Maria Colón has skills like Customer Service, Social Media, Data Entry, Microsoft Powerpoint, Microsoft Word, Microsoft Excel.
Not the Maria Colón you were looking for?
-
1seasons.org -
-
1catholiccharities-md.org -
Maria Colon
Seeking A '24 Summer Internship In Software Development And Technical Art |Computer Science At Indian University IndianapolisIndianapolis, In -
Maria Colón
New York City Metropolitan Area1gmail.com1 +390422XXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial