Margarita Duran Espino
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Margarita Duran Espino Email & Phone Number

Registered Client Associate at Bell Wealth Advisors
Location: Medford, Oregon, United States 7 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Bell Wealth Advisors
Role
Registered Client Associate
Location
Medford, Oregon, United States
Company size
18734 employees

Who is Margarita Duran Espino? Overview

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Quick answer

Margarita Duran Espino is listed as Registered Client Associate at Bell Wealth Advisors, a company with 18734 employees, based in Medford, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Margarita Duran Espino.

Margarita Duran Espino previously worked as Management Consultant at Oregon Consulting Group and Community Assistant at Ca Ventures. Margarita Duran Espino holds Bachelor Of Business Administration - Bba, Operations And Business Analytics from University Of Oregon - Charles H. Lundquist College Of Business.

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Bell Wealth Advisors

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Profile bio

About Margarita Duran Espino

My time at university was very well spent. Diving into my degree of Business Administration, I pursued a more analytical career and secured my Bachelor of Science in Operations & Business Analytics with a minor in Computer Information Technology. While at the UO, I joined the Oregon Consulting Group as a Management Consultant. This experience is very special to me because I had the opportunity to improve organizations at the managerial level and generate ideas for their projected future. Prior to my imminent graduation, I was offered a position at a wealth management practice, Bell Wealth Advisors. Here, as a Client Associate, I get to do many fun things: sitting in on client meetings and investment calls; read and understand the fine print of client documents; read about and observe market trends; improve operations efficiency; and bolster our marketing efforts. This exposure will help me settle into my projected role as a financial advisor. I love my job so much I would do it for free (don’t tell my boss)! When I’m not at work, you can find me out in nature hooping, running, hiking, paddle boarding, rafting or at one of our many local wineries. I am super Latina when it comes to social dances–bachata and salsa are my forte. Since I can remember, I’ve always had a knack for foreign languages so feel free to strike up a convo in Spanish, Mandarin or Arabic.

Current workplace

Margarita Duran Espino's current company

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Bell Wealth Advisors
Bell Wealth Advisors
Registered Client Associate
Medford, OR, US
Website
raymondjames.com
Employees
18734
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7 roles

Margarita Duran Espino work experience

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Registered Client Associate

Current
Bell Wealth Advisors

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Bell Wealth Advisors is not a registered broker/dealer and is.

Jun 2022 - Present

Management Consultant

Oregon Consulting Group

Eugene, Oregon, United States

The Oregon Consulting Group (OCG) is a professionally managed, student-run consulting organization housed in the Lundquist College of Business at the University of Oregon. OCG serves companies and nonprofits on a wide range of consulting projects to deliver high quality research, analysis, insights, strategies and business plans.

Nov 2021 - Jun 2022

Community Assistant

Ca Ventures

Eugene, Oregon, United States

Responsible for attracting highly qualified potential residents. Community Assistant is responsible for executing and building the overall life cycle of the marketing strategy that drives engagement, retention, and loyalty, year over year. Day-to-day tasks include conducting tours of the property with prospective residents, leading on and off-site.

Nov 2021 - Apr 2022

Resident Assistant For Global Engagement Academic Residential Community

University Of Oregon
  • Cultivated an inclusive residential environment for worldly UO residents, specifically by creating intentional cultural events.
  • Assisted students in navigating a stressful transitional period by providing tools to promote healthy independence.
Mar 2019 - Mar 2020

Welcome Team Member

University Of Oregon
  • Designed, organized, and executed large-scale events for the incoming class to the UO during the Week of Welcome
  • Coordinated with many campus partners to streamline Welcome events as much as possible through intentional collaboration.
Mar 2019 - Jan 2020

Student Orientation Staff

University Of Oregon

Student Services And Enrollment Management

  • Guided new students and parents through their orientation experience using expert knowledge and skills of communication.
  • Managed multiple parental crises in a calm, respectable manner with the individual centered around the solution.
Mar 2019 - Sep 2019
Team & coworkers

Colleagues at Bell Wealth Advisors

Other employees you can reach at raymondjames.com. View company contacts for 18734 employees →

PB Paul Bobal Paul Bobal Colleague at Bell Wealth AdvisorsHouston, Texas, United States, United States View → CW Chanchan Wang Chanchan Wang Colleague at Bell Wealth AdvisorsCity Of Westminster, England, United Kingdom, United Kingdom View → RJ Raymond James Raymond James Colleague at Bell Wealth AdvisorsTemple City, California, United States, United States View → AT A Torrington A Torrington Colleague at Bell Wealth AdvisorsPalm Beach Gardens, Florida, United States, United States View → JD John Diakogiannis John Diakogiannis Colleague at Bell Wealth AdvisorsSt Petersburg, Florida, United States, United States View → HD Helena Duncan Helena Duncan Colleague at Bell Wealth AdvisorsMemphis, Tennessee, United States, United States View → MM Mark Mekler Mark Mekler Colleague at Bell Wealth AdvisorsHopkins, Minnesota, United States, United States View → RT Robin Tran, Frm Robin Tran, Frm Colleague at Bell Wealth AdvisorsSan Antonio, Texas, United States, United States View → BC Brent Crenshaw Brent Crenshaw Colleague at Bell Wealth AdvisorsSt Petersburg, Florida, United States, United States View → AM Alisha Marshall Alisha Marshall Colleague at Bell Wealth AdvisorsSt Petersburg, Florida, United States, United States View →
2 education records

Margarita Duran Espino education

FAQ

Frequently asked questions about Margarita Duran Espino

Quick answers generated from the profile data available on this page.

What company does Margarita Duran Espino work for?

Margarita Duran Espino works for Bell Wealth Advisors.

What is Margarita Duran Espino's role at Bell Wealth Advisors?

Margarita Duran Espino is listed as Registered Client Associate at Bell Wealth Advisors.

Where is Margarita Duran Espino based?

Margarita Duran Espino is based in Medford, Oregon, United States while working with Bell Wealth Advisors.

What companies has Margarita Duran Espino worked for?

Margarita Duran Espino has worked for Bell Wealth Advisors, Oregon Consulting Group, Ca Ventures, and University Of Oregon.

Who are Margarita Duran Espino's colleagues at Bell Wealth Advisors?

Margarita Duran Espino's colleagues at Bell Wealth Advisors include Paul Bobal, Chanchan Wang, Raymond James, A Torrington, and John Diakogiannis.

How can I contact Margarita Duran Espino?

You can use AeroLeads to view verified contact signals for Margarita Duran Espino at Bell Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Margarita Duran Espino attend?

Margarita Duran Espino holds Bachelor Of Business Administration - Bba, Operations And Business Analytics from University Of Oregon - Charles H. Lundquist College Of Business.

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