Claudia Gonzalez

Claudia Gonzalez has a diverse and extensive work experience in the finance and technology industry. Claudia began their career at Lincoln Financial Group as an Accounts Systems Manager, where they supported certified financial planners and maintained client financial accounts. Claudia then moved on to FXpress Corporation, where they served as a Pre-Sales Support Specialist, conducting software demonstrations and designing training workshops for Fortune 500 companies. Claudia later joined Reval as a Solution Consultant, leading pre-sales processes in Asian markets and establishing relationships with subject matter experts. Claudia also worked as an Account Manager at Reval, managing relationships with Fortune 500 clients and focusing on annual contract value growth. Claudia then joined Finance Management as a Manager of Trading Operations, leading the Investment Committee and delivering investment advice to clients. Claudia continued their career at Kyriba as a Sr. Solution Engineer before joining FinLync as the Director of Product Marketing. In their current role at Allvue Systems, Claudia serves as an Account Executive. Throughout their career, Claudia has displayed strong communication and leadership skills, along with a passion for making complex ideas accessible.

Claudia Gonzalez's education history includes attending the Ross School in East Hampton. However, no specific details regarding the degree or field of study are provided. Claudia also pursued a Master of Business Administration (MBA) in Financial Management at Saint Joseph's University. Additionally, they earned a Bachelor of Business Administration (BBA) in Finance and International Business from Temple University. As for certifications, Claudia Gonzalez obtained the Investment Advisor Representative certification from the Financial Industry Regulatory Authority (FINRA).