Beltran is a Client Service Associate at The Colony Group. He assists clients and wealth advisors with transactional account needs, requests, and account maintenance.
Prior to joining The Colony Group, Beltran worked as a Revenue Operations Analyst for a SaaS and Technology company’s Channel Partners team, where he previously held intern and specialist roles.
Beltran earned his Bachelor of Science in Business/Managerial Economics from Bentley University and a Minor in Modern Languages – French.
Beltran likes to spend his time playing soccer and tennis, snowboarding, and playing guitar. He is a passionate and life-long family tradition supporter of Real Madrid CF.