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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Battery Global Advisors | Associate | Mar 2023 to Present | — |
| TwinFocus | Client Service Associate | Jan 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 Engines | Client Service Associate | Dec 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 Engines | Digital Lead Coordinator | Oct 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 Energy | Inbound Sales Customer Service Representative | Oct 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... |
| TSYS | Technical Customer Service Representative | Jul 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 Center | Recreation Assistant | Feb 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 Springs | Activities Assistant | Jun 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)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Boston, MA , United States | |
| Chief Investment Officer | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States | |
C Christopher Polo | Investment Analyst | Boston, MA , United States |
| Investment Analyst | Boston, MA , United States | |
| Investment Analyst | Boston, MA , United States |
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| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |