Adrian Castro Email & Phone Number

United States

Toronto, Ontario, Ca

Mergers & Acquisitions

London, Gb

London, Gb

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

University of California, Berkeley-Haas School of Business and the Berkeley-Haas Institute for Business & Social Impact sponsor the Berkeley Business Academy for Youth (BBAY) summer academies for middle and high school students. I have had many mentors in the past and have a passion for developing others. I decided to pay it forward by joining the BBAY team for Summer 2015.• Implemented and taught 12-subject business curriculum to 89 students to prepare students for startup venture pitch• Coordinated lectures, assignments, workshops, and pitch showcase with team of 14 students

Oakland, Ca, Us

Infinity Financial Services is a national independent FINRA broker/dealer and registered investment advisor based in Oakland, California, with satellite offices in Louisiana, Colorado, and Florida. Our firm offers investment advisory, brokerage, insurance, and an array of financial planning and risk management services. Infinity gives individual investors and businesses a more accessible, affordable, and personalized alternative to the wealth management services offered by larger firms. Clients gain control of their financial lives through meaningful planning advice, advanced online tools and individualized service.• Coordinated workflow among the Principals, 25 financial advisors, and the Royal Bank of Canada to improve operations• Managed 50+ brokerage accounts per week on behalf of financial advisors to support transfers and regulatory compliance• Increased number of brokerage accounts processed per day by 35% and number of documents tracked in record system by 45%• Audited accounts and document record system to ensure completion of asset transfers and fulfillment of compliance procedures • Promoted to Business Development role and obtained sponsorship for Series 7 and Series 66 FINRA-administered exams

Berkeley, California, Us

Venture Strategy Solutions (VSS) is a student-run strategy consulting group that serves technology start-ups and growth-phase companies in the Bay Area. • Collaborated with team of five for infrastructure enterprise solutions client with $12.6 million in venture funding• Analyzed client’s industry and target market to develop university-space market penetration and integration strategies• Presented deliverables to executive team, resulting in the implementation of recommended solutions

San Francisco, California, Us

Financial Crimes Risk Management (FCRM) is a division of Wells Fargo Corporate Risk. FCRM includes Bank Secrecy Act (BSA), Anti-Money Laundering (AML), External and Internal (employee) Fraud, Global Sanctions, Global Anti-Corruption, and Customer Due Diligence investigations. FCRM investigates, analyzes, and reports governance and oversight of financial crimes for all lines of business, subsidiaries, and affiliates globally.• Mitigated enterprise financial crime risk inherent to technology, line of business products and services, and regulatory and internal policy compliance • Analyzed customer and line of business data to investigate potential financial crime risk and remediation strategies• Reported risk trends in lines of business, products and services, and customer populations• Provided documentation for team member onboarding and for compliance best practices

Locket is an Android app that brings tailored, stunning content to your lock screen. This content is based on your interest, swiping habits, and time of day. Lockets keeps you informed and inspired.• Formulated marketing and public relations strategies to increase downloads, to integrate SDK, and to attract clients• Arranged for CEO to speak at Berkeley Entrepreneurship Week and Techweek’s Los Angeles LAUNCH Competition • Conducted case study to research social features, reward systems, and monetization strategies• Estimated downloads, daily active users, opt-in rates, and impressions for 6 SDK integration scenarios

Berkeley, California, Us

The Berkeley Student Food Collective (BSFC) is a 501(c)(3) grocery market dedicated to providing fresh, local, healthy, environmentally sustainable, and ethically produced food at affordable prices to the Berkeley community. It seeks to educate students about nutrition and food systems, and to train youth to work in and manage sustainable businesses. BSFC operates as a cooperative and promotes community-building and environmental stewardship.• Coordinating seven members to increase business efficiency, reducing operating costs by 8% every month• Analyze sales, cost of revenue, and operating expenditures from 20 spreadsheets of financial data• Enhance the Collective’s financial transparency by distributing weekly and annual reports• Forecasted and analyzed cashier compensation plans for financial sustainability • Expanded potential customer base to 27,000 University of California employees

University of California research center for global development• Supported research programs to increase program efficiency and attract international scholars • Analyzed program survey data, 17 program evaluations, and 5 progress reports to improve visiting scholar research experience• Redesigned WordPress website and developed content, creating unity among 8 research programs • Condensed graduate research proposals and projects to improve social science research transparency

Berkeley, Ca, Us

The Labor Occupational Health Program (LOHP) is a community service program of the Center for Occupational and Environmental Health at the University of California, Berkeley. We work with unions, labor/management groups, community organizations, worker centers, small businesses, schools, academia, government agencies, and the general public. LOHP is committed to serving the needs of workers and communities most at risk – including low-wage workers, immigrant workers, youth, workers with disabilities, and communities of color – in California, nationally, and internationally. We seek to reduce occupational injury, illness and death by protecting the health and safety of workers worldwide. • Manage and organize a database of 3,836 contacts using Salsa, an online communication and networking platform • Facilitate the exchange of safety education and training records between LOHP and UCLA’s Labor Occupational Safety & Health program using Dropbox• Process office requisitions with BearBuy, UC Berkeley and UC San Francisco’s online procurement system for academic and administrative supplies

Bachelor Of Science (B.S.), Business Administration

Exchange Program Spring 2014