Illeana Osmena

Wealth Planning Associate at Ballentine Partners, LLC

Illeana Osmena currently works as a Wealth Planning Associate at Ballentine Partners, LLC since March 2024. Prior to this, Illeana held the role of Financial Analyst at M3 Family Office, LLC from January 2022 to February 2024. Illeana also has experience as President, Director of Consulting, Vice President, Director of Education, and Secretary at Tamid Group during their time at Bentley University. In addition, Illeana has interned at companies such as Algopix, Asia Inspection, and Qube Gallery. Illeana graduated from Bentley University with a Bachelor of Science degree in Economics and Finance in 2021.

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Timeline

  • Wealth Planning Associate

    March, 2024 - present