Beltran Maroto Tobias

Client Service Associate at The Colony Group

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.

Location

Boston, United States

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The Colony Group

Wealth and business management advisors for successful individuals, families, businesses, institutions and non-profit organizations.


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Employees

201-500

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