Mauricio Beltran

Client Services Associate

Role
Client Services Associate at Mariner
Location
Orlando, FL, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Mauricio Beltran

Results-driven finance professional with a strong background in client services and technical analysis. I am currently studying at the University of Central Florida in pursuit of my Bachelor’s Degree in Finance. After graduating, I plan to earn my series 65, CFA, and CFP. About me: I am an immigrant from Quito, Ecuador. I moved to the United States at age 5, and got my citizenship at age 15. As a result, I am fully fluent in both Spanish and English.

Experience

  1. Client Services Associate

    Mariner

    Aug 2023 — Present · New York, NY, US

Education

  • University of Central Florida

    Bachelor of Business Administration - BBA, Finance, Senior

    2018 — 2023

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Mauricio Beltran — Client Services Associate at Mariner in Orlando, FL, US | Unifers