Joined Curi Capital
May 2018
Education
- BA in Political Science, University of Colorado at Boulder
- Graduate Certificate of Finance, Colorado State University
Accreditations
- Certified Plan Fiduciary Advisor
Affiliations
- Member – National Association of Plan Advisors
- Member – Women in Pensions Network
- Series 65 License with FINRA
Previous Experience
- Vival Inc., Financial Analyst
- The Resource Center for Associations, Membership Coordinator & Meetings Planner
Bio
Belen is an Operations Manager for Curi Capital. She is responsible for handling the day-to-day needs of retirement plan clients, as well as helping participants and companies achieve retirement success.
Belen has more than six years of experience in the financial services industry.
She earned her BA from the University of Colorado and is a member of the National Association of Plan Advisors and the Women in Pensions Network.