Beltran is a Client Service Associate at The Colony Group. He assists clients and wealth advisors with transactional account needs, requests, and account maintenance.
Prior to joining The Colony Group, Beltran worked as a Revenue Operations Analyst for a SaaS and Technology company’s Channel Partners team, where he previously held intern and specialist roles.
Beltran earned his Bachelor of Science in Business/Managerial Economics from Bentley University and a Minor in Modern Languages French.
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