Maja B. Email & Phone Number
Manager of Overlay Trading @ Envestnet, Inc
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Maja B. Location
- Philadelphia, PA, US
Maja B. Work
- Manager of Overlay Trading @ (November 2022 - Present)
- Senior Overlay Support Specialist @ (July 2021 - November 2022)
- Overlay Services Portfolio Adminstrator @ (November 2018 - July 2021)
- Assistant Financial Advisor @ (August 2017 - October 2018)
- Brokerage Investment Professional @ (February 2016 - May 2017)
Maja B. Education
- Delaware State University
Bachelor's degree (Business Administration and Management, General)
2012-2015
Maja B. Skills
- Leadership
- Series 63
- Customer Relationship Management Crm
- PowerPoint
- Social Media
- Customer Relations
- Scheduling Management
- Public Speaking
- Disc Profiling
- Digital Photography
- Financial Planning
- Photoshop
- Investments
- Customer Service Management
- Finance
- Photography
- Asset Allocation
- Management Consulting
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Management
- Project Management
- Research
- English Composition
- Tennis
- Series 7
- Customer Relationship Management
- Series 65
- Financial Services
- Portfolio Management
- Financial Advisory
Maja B. Summary
- Maja B., based in Philadelphia, PA, US, is currently a Manager of Overlay Trading at Envestnet, Inc. Maja B. brings experience from previous roles at Envestnet, Inc, Wescott Financial Advisory Group, LLC and Vanguard. Maja B. holds a 2012 - 2015 Bachelor's degree in Business Administration and Management, General @ Delaware State University. With a robust skill set that includes Leadership, Series 63, Customer Relationship Management Crm, PowerPoint, Social Media and more. Maja B. has 2 emails and 1 mobile phone numbers on RocketReach.
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