Ria Marin
Client Service Executive at Marsh & McLennan Agency
- Role
- Client Services Executive at Marsh McLennan Agency
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Ria Marin
Finance and employee benefits professional with demonstrated history of creating and executing employee benefits programs that are compliant, competitive and cost effective. Having spent over 10 years in wealth management followed by almost 10 years in employee benefits, has elevated my experience in stratetic planning and portfolio diversification.
Experience
Client Services Executive
Apr 2023 — Present · San Diego, CA, US
Skills
- Asset Management
- Asset Managment
- Financial Planning
- Bloomberg
- Financial Analysis
- Portfolio Management
- Loans
- Insurance
- Financial Modeling
- Asset Allocation
- Banking
- Mutual Funds
- Strategic Financial Planning
- Forecasting
- Wealth Management
- Business Planning
- Investments
- Budgets
- Finance
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