Mauricio Beltran
Client Services Associate
- Role
- Client Services Associate at Mariner
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
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
Client Services Associate
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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