Maria E.

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.