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MO

Mireya O

Associate at Battery Global Advisors, LLC

Boston, MA , United States

About

Mireya O serves as an Associate at Battery Global Advisors in Boston, MA, where she supports the family office team in accounting, reporting, operational functions, and client service. In her current role, she manages firm communications and collaborates closely with Relationship Managers to execute client-driven projects and requests.

Her expertise centers on servicing high-net-worth clients and family offices, providing comprehensive support across wealth management, operational reporting, and investment administration. Prior to joining Battery Global Advisors, Mireya developed her client service and operations acumen as a Client Service Associate at TwinFocus and Edelman Financial Engines, where she coordinated advisor support and client cash flows in complex investment scenarios.

Mireya holds a Bachelor of Science in Communication from Arizona State University and is a CFP® professional, highlighting her commitment to high standards in financial planning and operational excellence. Her broad experience spans the advisory, operational, and client relationship domains, supporting the firm's capabilities across multiple asset classes and customized family office solutions, although her direct investment sector or asset class focus is operational and client service rather than a specific asset class.

Career History

OrganizationRoleDate RangeDetails
Battery Global AdvisorsAssociateMar 2023 to Present
TwinFocusClient Service AssociateJan 2022 to Feb 2023
Daily service tasks include account opening, maintenance, as well as investment and transition paperwork. Tasks are managed through a workflow system by leveraging team distribution emails and direct ...
Edelman Financial EnginesClient Service AssociateDec 2020 to Jan 2022
Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issue...
Edelman Financial EnginesDigital Lead CoordinatorOct 2018 to Dec 2020
Call on warm leads, manage inbound and outbound sales calls and e-communication. Conduct high volume outbound phone calls. Help discover client needs and match them with a Planner to get the non-confl...
Direct EnergyInbound Sales Customer Service RepresentativeOct 2016 to Oct 2018
Establish, manage and retain small business electric and gas supply accounts. Educate customers on Direct Energy value as best supply rates for their business and homes. Overcome objections to product...
TSYSTechnical Customer Service RepresentativeJul 2016 to Oct 2017
Provide technical support to merchants. Actively engage with clients to walk them through troubleshooting terminals. Locate missing transactions and restore monetary accounts. 4 Spirit of TSYS Excelle...
Ladera CenterRecreation AssistantFeb 2015 to May 2015
Assist director in training volunteers and scheduling activities. Report and prepare resident activity reports for health care personnel and families. Communicate with outside vendors to provide servi...
The Summit at Sunland SpringsActivities AssistantJun 2013 to Nov 2013
• Organized resident daily activities and scheduled special events • Assist resident Program Director in initial resident assessment • Provide dining services • Assist with patient and family educatio...

Education

Arizona State University College of Liberal Arts and Sciences

Bachelors, Communication, General

2016 2021

Mesa Community College

2012 2016

The University of New Mexico

2014 2015

Others at Battery Global Advisors, LLC (6)

NameRoleLocation
Andrew McDonald
Andrew McDonald
Investment AnalystBoston, MA , United States
Brandon Colón
Brandon Colón
Chief Investment OfficerBoston, MA , United States
Avery Scott
Avery Scott
Investment AnalystBoston, MA , United States
C
Christopher Polo
Investment AnalystBoston, MA , United States
George Cohen
George Cohen
Investment AnalystBoston, MA , United States
Trey Sgroi
Trey Sgroi
Investment AnalystBoston, MA , United States

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