Martha Gonzalez

Martha Gonzalez Email and Phone Number

Client Relationship Manager @ Byrne Financial Freedom, LLC
Fort Myers, FL, US
Martha Gonzalez's Location
Fort Myers, Florida, United States, United States
Martha Gonzalez's Contact Details

Martha Gonzalez work email

Martha Gonzalez personal email

n/a
About Martha Gonzalez

Multilingual and registered individual. Currently looking for opportunities in the renewable energy sector. Interested in the ESG sustainability space, as well as the utilities and energy sector as a whole. Seeking to apply years of economics education towards current equity research, and financial modeling.

Martha Gonzalez's Current Company Details
Byrne Financial Freedom, LLC

Byrne Financial Freedom, Llc

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Client Relationship Manager
Fort Myers, FL, US
Website:
mdsolutionsllc.com
Employees:
41
Martha Gonzalez Work Experience Details
  • Byrne Financial Freedom, Llc
    Client Relationship Manager
    Byrne Financial Freedom, Llc
    Fort Myers, Fl, Us
    View
  • Md Solutions
    Investment Operations Analyst
    Md Solutions Jul 2024 - Present
    View
  • Finemark National Bank & Trust
    Investment Associate
    Finemark National Bank & Trust Feb 2023 - 2023
    Fort Myers, Florida, United States
    - Osaic Institutions - Registered broker dealer handling existing client annuity contracts.- Facilitate daily transactions, including banking transactions, trade requests, portfolio manager inquiries and portfolio reviews.- Collaborated with associates in various departments to ensure flawless meeting preparations for client reviews.
    View
  • Raymond James
    Registered Client Service Associate
    Raymond James Jul 2019 - Oct 2022
    Fort Myers, Florida, United States
    - Curated content with advisory teams for a seamless prospect to client on-boarding experience.- Maintained and mobilized assets in discretionary models and block trading, account rebalancing, for teams of wealth management advisors. - Responded to client inquiries, offering tailored recommendations within guidance of the advisory team.
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  • Jaffe Tilchin Wealth Management
    Investment Intern
    Jaffe Tilchin Wealth Management Oct 2018 - May 2019
    Tampa/St. Petersburg, Florida Area
    - Administrative support to team of wealth management advisors creating advice-based solutions. - Assisted with initial stock research and grading for quarterly portfolio rebalancing. - Creation of cash flow and retirement spending models.
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  • University Of South Florida
    Economics And Statistics Tutor
    University Of South Florida Jan 2015 - May 2018
    Academic Success Center
    View
  • Schumacher Clinical Partners
    Medical Billing Specialist
    Schumacher Clinical Partners Oct 2016 - Jul 2017
    Fort Myers, Florida Area
    View

Martha Gonzalez Education Details

Frequently Asked Questions about Martha Gonzalez

What company does Martha Gonzalez work for?

Martha Gonzalez works for Byrne Financial Freedom, Llc

What is Martha Gonzalez's role at the current company?

Martha Gonzalez's current role is Client Relationship Manager.

What is Martha Gonzalez's email address?

Martha Gonzalez's email address is ma****@****mes.com

What schools did Martha Gonzalez attend?

Martha Gonzalez attended University Of South Florida, University Of South Florida.

Who are Martha Gonzalez's colleagues?

Martha Gonzalez's colleagues are Natalie Diaz, Steven P. Mars, Co-Founder, Ravikumar Patel, Mohd Shahrul Irwan, Nicholas Heintz, Summer Manning, Justin Hartman.

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