Maria Gonzalez, Cfa
About Maria Gonzalez, Cfa
Maria Gonzalez, CFA, is the Vice President of Retirement Plan Services at The Standard, where she has worked since 2007. With over 20 years of experience in the financial services industry, she has held various roles at notable firms including Goldman Sachs and Merrill Lynch.
Current Position at The Standard
Maria Gonzalez serves as Vice President of Retirement Plan Services at The Standard, a role she has held since 2007. In this position, she oversees the management and development of retirement plan offerings, ensuring they meet the needs of clients and adhere to regulatory standards. Her extensive experience in finance and operations contributes to her leadership in this area.
Previous Experience in Financial Services
Prior to her current role, Maria Gonzalez held several positions in prominent financial institutions. She worked at Banc of America Securities as an Equity Research Analyst from 2002 to 2003. Before that, she was a Manager in Finance at The Standard from 2003 to 2007. Her earlier career included roles as an Investment Research Analyst at Goldman Sachs from 1999 to 2001 and as an Investment Banking Analyst at Merrill Lynch from 1997 to 1999.
Education and Expertise
Maria Gonzalez earned her Bachelor of Arts degree in Economics from Harvard University, where she studied from 1993 to 1997. Her education has provided a strong foundation for her career in the financial services industry, where she has accumulated over 20 years of experience in operations, finance, and strategy.
Leadership in Investment Advisory
Since 2015, Maria Gonzalez has been leading a registered investment advisory firm that manages $15 billion in assets. This role underscores her expertise in investment management and her ability to guide financial strategies for a significant portfolio.