Marlon Zuniga

Portfolio Management-executive Director @Wells Fargo

Charlotte, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

Portfolio Management-executive Director @Wells Fargo

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Charlotte, NC, US

EDUCATION

2006 — 2008

Seton Hall University

Bachelor's degree, Finance, General

2012 — 2015

Seton Hall University

Master of Business Administration (MBA), Business Administration, Management and Operations

SKILLS

AnalysisCustomer ServiceFinancial AnalysisFinancial ServicesManagementBudgetsFinanceCorporate FinanceAnalytical SkillsBankingData AnalysisBusiness StrategyFinancial ModelingMicrosoft ExcelMicrosoft Office

ABOUT MARLON ZUNIGA

I am a business professional with 13+ years of experience in the financial services industry in roles spanning client servicing, sales, finance/accounting, sales coordination, and strategic and financial planning. My experience includes work in retail, credit cards division, investment banking finance, wealth management and transformation. I use my broad experience to help organizations develop strategic initiatives for revenue growth, cost efficiency, and operational effectiveness. I accomplish this by fostering collaborative stakeholder relationships, leveraging specialized knowledge within the organization, utilizing a facts-based approach, and by always maintaining a perspective of putting the client first. My strengths include financial analysis, data analysis for decision making, planning and prioritizing work, strategic planning and execution oversight, and developing strong professional relationships to achieve a common goal. I am result-oriented and energized by meaningful change that will benefit internal and external clients.

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Marlon Zuniga — Portfolio Management-executive Director at Wells Fargo in Charlotte, NC, US | Unifers