Aria Walfrand has been working as a Program Manager at Cultureiq since 2018. Furthermore, the person has on-the-job experience at more than five companies using similar skills. Aria has a total work experience of seven+ years. Aria Walfrand studied at the Nyu Stern School of Business from 2017 to 2020. Today the person lives in San Francisco, California region. You can find this person's current phone number and email through SoftwareOfficial search.
Name variants:
Aria Walfrand
Last updated May 30, 2024
Contact Information
Workplace
Colleagues
Work History
Dcio and 529 College Savings Marketing Manager
1555 Peachtree St, Atlanta, GA 30309
Oversee comprehensive marketing initiatives for multiple 529 college savings plan clients as well as for OppenheimerFunds' DCIO distribution team
Project manage the update of sales collate...
Jan 2017 — Nov 2018
Marketing Associate
230 Park Ave, New York, NY 10016
● Central contact for Voya IM's DCIO and 529 distribution teams for information on ongoing and upcoming marketing efforts ● Project Manager for the idea, creation, and execution of print and...
Jun 2014 — Jan 2017
Sales Support Specialist
● Assist phone-based financial advisors in rolling over sponsored retirement plans to individual accounts
● Review application paperwork to check for good order status, communicate with cl...
Apr 2013 — Jun 2014
Lead Service Associate
● Corresponded with customers via phone, live chat, and Email to answer questions on their ING retirement plan
● Fielded questions regarding various sponsored retirement plans and IRAs ser...
Oct 2011 — Apr 2013
Education
2017 — 2020
2007 — 2011
Occupations
Executive
Program Director
Accountant
Finance and Accounting Specialist
Marketing Manager
Marketer
Marketing Administrator
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Retirement Planning
Customer Service
Mutual Funds
Retirement
Sales
Investments
Salesforce.com
401K
529 Plans
Financial Services
Series 6
Series 63
Account Management
Portfolio Management
Securities
Product Marketing
FAQs about Aria Walfrand
What's the profession of Aria Walfrand?
This professional's job is Program Manager
What are the main profession of The professional?
These person's professions are Executive and Program Director
Where does Aria Walfrand live?
San Francisco, California is the place where Aria Walfrand lives
What is the expert's email?
Aria's email is ar**@cultureiq.com.
How many companies did Aria Walfrand work at?
Aria Walfrand worked at five jobs.
What education does Aria Walfrand have?
Aria studied at the Nyu Stern School of Business from 2017 to 2020.
What languages does Aria Walfrand speak?
Aria Walfrand speaks Spanish.
What is the industry that Aria Walfrand is connected to?
This professional works in Financial Services industry.