Maria E. Email & Phone Number

Senior Investment Operations Analyst @ Commonwealth Savers

View Maria's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Maria E. Location

Richmond, VA, US

Maria E. Work

Senior Investment Operations Analyst @ (June 2013 - Present)
Portfolio Administrator @ CB&H Wealth Management (March 2012 - December 2012)
Investment Operations Manager @ (May 2008 - November 2011)
New Account Principal @ (February 2007 - November 2007)
Senior Portfolio Administrator @ Kobren Insight Management (March 2005 - March 2006)
Manager of Advisory Services @ (April 1999 - February 2005)

Maria E. Education

College for Financial Planning
APMA (Accredited Portfolio Management Advisor)
2014-2015
Merrimack College
Certificate (Financial Planning)
2010-2012
Stony Brook University
Bachelors of Science (Mathematics & Psychology)

Maria E. Skills

Strategic Financial Planning
Investments
Investment Compliance
Portfolio Management
Wealth Management
Leadership
Mutual Funds
Financial Services
Banking
Investment Management
Investment Advisory
Equities
Fixed Income
Management
Due Diligence
Alternative Investments
Trading
Series 7
Asset Allocation
Retirement Planning
Asset Management

Maria E. Summary

Maria E., based in Richmond, VA, US, is currently a Senior Investment Operations Analyst at Commonwealth Savers. Maria E. brings experience from previous roles at CB&H Wealth Management, Enterprise Bank (Enterprise Bancorp), Commonwealth Financial Network and Kobren Insight Management. Maria E. holds a 2014 - 2015 APMA in Accredited Portfolio Management Advisor @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Investments, Investment Compliance, Portfolio Management, Wealth Management and more. Maria E. has 3 emails and 2 mobile phone numbers on RocketReach.

Looking for a different Maria E.?

Find contact details for 700 million professionals.

Search

G2 Leader Summer 2026

G2 Best Est ROI Mid-Market Summer 2026

G2 Easiest Admin Mid-Market Summer 2026

G2 Most Implementable Summer 2026

G2 Best Results Mid-Market Summer 2026

G2 Leader Mid-Market Summer 2026

Inc Fastest Growing Private Companies 2026

Inc Best Workplace 2026

G2 Crowd

G2 Crowd Trusted

Chrome Store reviews

300K+ Plugin Users

© 2026 RocketReach.co