Virginia529
Maria E. is a seasoned investment professional with extensive experience in investment operations and portfolio management. Currently serving as a Senior Investment Operations Analyst at Virginia529 College Savings Plan since June 2013, Maria E. is responsible for monitoring investments and summarizing performance data for financial reports, collaborating closely with external money managers and internal resources. Prior roles include Portfolio Administrator at CB&H Wealth Management, where Maria E. managed trading and portfolio rebalancing, and Investment Operations Manager at Enterprise Bank, overseeing compliance and project management. Earlier career highlights include positions as New Account Principal at Commonwealth Financial Network and Senior Portfolio Administrator at Kobren Insight Management, demonstrating a strong foundation in trading and operations. Maria E. holds an APMA designation from the College for Financial Planning, a Financial Planning Certificate from Merrimack College, and a Bachelor of Science in Mathematics and Psychology from Stony Brook University.
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Virginia529
For more than twenty years, Virginia529 has helped millions of families and individuals plan and save for the cost of higher education through tax-advantaged 529 savings programs. Available nationwide with account owners in every state, Virginia529 is the largest 529 plan, managing more than $91 billion in assets as of December 31, 2020. In addition to being the industry leader, Virginia529 strives to make higher education more affordable and accessible, especially to students who face financial obstacles. Virginia529 also administers the national ABLEnow program. Before the implementation of this program, individuals with a disability could not save for their future out of fear for losing their benefits. This valuable program helps them plan for their financial future through tax-advantaged savings. Virginia529 is dedicated to establishing ABLEnow as a recognized leader in meeting the unique financial needs of people with disabilities. Virginia529 wouldn't be an industry leader in education and disabilities savings without our highly motivated and skilled employees. This success is only possible by recognizing the expertise and variety of experiences of each employee and working together to serve our community. Employees encourage each other to bring their whole selves to work and create time and space for open, honest conversations. Investing in our employees is the best way to invest in the future of our organization. Virginia529 is committed to employee development whether that’s professional advancement, or personal successes. Virginia529 offers a unique mix of competitive, market-based salaries and generous state benefits including healthcare, retirement, paid holidays and performance incentives. You can expect flexible work schedules, engaging with colleagues during agency-hosted activities, and a healthy work/life balance that meets your individual needs. Find Virginia529 on Facebook and join the conversation on Twitter: @Virginia529