ABOUT

Advisor Translation

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About Me

Claudia Gonzalez is the founder of Advisor Translation. She has a Bachelor’s degree in Finance and International Business from Temple University (B.B.A.) and a Master of Business Administration (MBA) degree from Saint Joseph’s University in Philadelphia, PA and has passed the exam required for investment advisor representatives (IAR – Series 65). She has over ten years’ experience working in various capacities within finance and accounting fields. She has worked at Lincoln Financial Advisors, treasury management software companies, and in trading management at a Registered Investment Advisor with $120 million of assets under management. Advisor Translation, LLC is registered within the state of New York.

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Advisor Translation

Financial Translation

© 2019 Advisor Translation LLC

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