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Victoria Bugaeva

Victoria Bugaeva

Personal Banker

Followers of Victoria Bugaeva442 followers
location of Victoria BugaevaDenver Metropolitan Area

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  • Timeline

  • About me

    Senior Client Success Manager | SaaS | Fintech

  • Education

    • Cherokee Trail High School

      2009 - 2013

      Activities and Societies: DECA, Debate Team

    • University of Colorado Denver

      -
      Bachelor of Applied Science - BASc Finance, General

  • Experience

    • Wells Fargo

      Apr 2014 - Jun 2015
      Personal Banker

    • Charles Schwab

      Aug 2015 - Apr 2021
      Sr. Resolution Specialist

    • BNY Mellon | Pershing

      Apr 2021 - Sept 2021
      Senior Client Service Advocate

    • The Reserve Trust Company

      Oct 2021 - May 2022
      Customer Success Manager

    • Practifi

      Aug 2022 - now

      • Senior Client Success Manager

        Feb 2024 - now

      • Client Success Manager

        Aug 2022 - Feb 2024

  • Licenses & Certifications

    • SIE (Securities Industry Essentials)

      FINRA
      Dec 2020

  • Honors & Awards

    • Awarded to Victoria Bugaeva
      Chairman’s Club - Jan 2017 I was selected as a Top 2% Performer and was generously rewarded with an employee sponsored trip to Hawaii.