Beatriz G. is a seasoned professional with extensive experience in retirement account management, customer onboarding, and financial analysis. Currently serving as a Retirement Sales Activation Specialist at Human Interest, Beatriz has held multiple roles including Customer Onboarding Specialist and Senior National Onboarding Coordinator, where responsibilities include assisting customers with account setup and providing detailed reporting on account statuses. Prior roles include Help Line Specialist positions at FIS and T. Rowe Price, focusing on retirement account transactions and supporting associates in resolving inquiries. Beatriz's early career included financial analyst positions at Transmar Ecuador and Zoetis, along with customer service roles at various organizations. Beatriz holds a Master's degree in Corporate Finance from Universidad Complutense de Madrid and a Bachelor's degree in Business Administration from Universidad Espíritu Santo.
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