Margarita Duran Espino

Margarita Duran Espino Email and Phone Number

Registered Client Associate @ Bell Wealth Advisors
Medford, OR, US
Margarita Duran Espino's Location
Medford, Oregon, United States, United States
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.

Margarita Duran Espino's Current Company Details
Bell Wealth Advisors

Bell Wealth Advisors

View
Registered Client Associate
Medford, OR, US
Website:
raymondjames.com
Employees:
18734
Margarita Duran Espino Work Experience Details
  • Bell Wealth Advisors
    Registered Client Associate
    Bell Wealth Advisors
    Medford, Or, Us
  • Bell Wealth Advisors
    Registered Client Associate
    Bell Wealth Advisors Jun 2022 - Present
    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 independent of Raymond James Financial Services.
  • Oregon Consulting Group
    Management Consultant
    Oregon Consulting Group Nov 2021 - Jun 2022
    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.
  • Ca Ventures
    Community Assistant
    Ca Ventures Nov 2021 - Apr 2022
    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 community events, campus networking, social media, prospect management, lease management, resident support, and resident loyalty management.
  • University Of Oregon
    Resident Assistant For Global Engagement Academic Residential Community
    University Of Oregon Mar 2019 - Mar 2020
    • 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.
  • University Of Oregon
    Welcome Team Member
    University Of Oregon Mar 2019 - Jan 2020
    • 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.
  • University Of Oregon
    Student Orientation Staff
    University Of Oregon Mar 2019 - Sep 2019
    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.

Margarita Duran Espino Education Details

Frequently Asked Questions about Margarita Duran Espino

What company does Margarita Duran Espino work for?

Margarita Duran Espino works for Bell Wealth Advisors

What is Margarita Duran Espino's role at the current company?

Margarita Duran Espino's current role is Registered Client Associate.

What schools did Margarita Duran Espino attend?

Margarita Duran Espino attended University Of Oregon - Charles H. Lundquist College Of Business, Crater School Of Business Innovation And Science.

Who are Margarita Duran Espino's colleagues?

Margarita Duran Espino's colleagues are Eunice Dexter, James Orzech, Billie J Berry, Daan Mutsaers, Cfp®, Cepa®, Ray Spence, Helena Duncan, Paolo Thompson Cfp®.

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