Rio Zelaya
Finance
- Role
- Wealth Support Specialist - Wealth Management at BetaNXT
- Location
- Miami Beach, FL, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Rio Zelaya
Technical analyst with 3+ years supporting enterprise wealth management platforms for…
Experience
Wealth Support Specialist - Wealth Management
Feb 2023 — Present · New York, NY, US
Proficiently provide client support for the BETA Host platform, addressing inquiries and troubleshooting system issues. Work alongside Financial Advisors from prestigious firms such as Wells Fargo, Vanguard, Stifel.
Education
Saint Mary's College of California
Bachelor of Science - BS, Finance
2017 — 2021
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