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Alan Vargas Email & Phone Number
Managing Partner - Marketing and Sales
at
ColPR Software Consultants
1 work email found
@bankofamerica.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Managing Partner - Marketing and Sales
Location
Jacksonville, Florida, United States
Who is Alan Vargas? Overview
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Quick answer
Alan Vargas is listed as Managing Partner - Marketing and Sales at ColPR Software Consultants, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Alan Vargas.
Alan Vargas previously worked as Business Control Specialist/ Project Specialist at Bank Of America and Sr. Business Control Specialist at Bank Of America. Alan Vargas holds Bachelor Of Business Administration - Bba, International Business from University Of North Florida.
Company email context
Email format at ColPR Software Consultants
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{first}.{last}@bankofamerica.com
86% confidence
AeroLeads found 1 current-domain work email signal for Alan Vargas. Compare company email patterns before reaching out.
Profile bio
About Alan Vargas
I earned my series 7 and 63, as well as my series 66 (Investment Adviser Representative) licenses, while I worked at a fantastic company. I varied my experiences at Fidelity, from Mutual Fund, Equity and Derivatives trading to using my investment experience to offer prescriptive recommendations and suggestions for client portfolios and offered consulting on strategic decisions. In 2017, I returned to the University of North Florida and am very proud to say that I completed dual Bachelors in Business Administration in Economics as well as International Business. I also minored in International Relations. Going back to school after over 10 years in the work force was a challenge for me at first but the experiences taught me a lot and the new friends helped me develop a unique perspective. After graduating in April of 2019, I jumped at a fantastic opportunity to put my education to practice with Signature Consulting. The group at Signature placed me as a contractor with Bank of America and I'm proud to say that six months later, I was offered a role as a Senior Financial Analyst with the firm.I've been developed my technical skills and have become a subject matter expert on various regulatory processes with a fantastic team. I've also been asked to work as a technical lead on a large project which will automate a very manual process.
Current workplace
Alan Vargas's current company
Company context helps verify the profile and gives searchers a useful next step.
Colpr Software Consultants
Website
AeroLeads page
12 roles
Alan Vargas work experience
A career timeline built from the work history available for this profile.
Business Control Specialist/ Project Specialist
In addition to my current role, I petitioned and received funding to automate a large regulatory process. To accomplish this task, I've:-Worked with teammates to develop comprehensive business requirements which were approved by senior leadership. -Coordinated with colleagues in technology to develop a workflow for the future system.-Reviewed and edited critical documents to ensure a successful build
Sr. Business Control Specialist
I took on the role of Team Lead in November after being recognized for my hard work during the pandemic. I've worked to get to know and understand the challenges each team member faces in their role. And together, we've developed plans and projects to achieve sustainable solutions for the challenges that we face each day.
Business Control Specialist
Regulatory reporting and enforcement of SEA Rule15c3-3 throughout the scope of the bank's equity and fixed income trades.
Contractor
Worked on a contract with Bank of America as a financial analyst. I learned a number of processes and covered them while my colleague took leave with their new child. After their return, I was asked to stay aboard and was hired on by Bank of America.
Jun 2019 - Nov 2019
Government Reporter
After I passed the Foreign Service Officer Test (FSOT) in 2017, I was asked to write a personal narrative as the next step in the application process. Unfortunately, my narrative wasn't chosen and I took this as a lesson that I need to work on my writing. To this end, I took on an internship with my university's student newspaper, the Spinnaker, as an International Affairs reporter. I was very lucky to have a number of peers help me with my writing. Here's a link to my articles with Spinnaker:https://unfspinnaker.com/author/alanvargas/
Sep 2018 - Jan 2019
Portfolio Specialist
- Maintained a book of 700+ clients worth more than $300 Million in assets- Contacted each client periodically for concern and for annual reviews- Employed consultative communication skills to build a deeper relationship and understand a clients goals, needs and drivers- Provided prescriptive recommendations and planning for my clients- Exceeded annual sales goal of $20 Million regularly- Achieved a less than 6% annual redemption rate- Developed relationships with multiple fund and portfolio managers- Increased existing knowledge of global economy through regular trainings- Built an extensive knowledge base regarding economic, market and international institutions and events- Earned and maintained a Client Experience Score of greater than 92%
Dec 2012 - May 2017
Retirement Investment Solutions (Proactive)
- Contacted existing 401k, 403b and 457 Plan Participants to provide investment education and help. - Developed rapport with clients to allow for meaningful discussions- Maintained a sales pipeline of more than 300 clients- Achieved annual sales goal of $14 Million- Earned a Client Experience Score of greater than 88%
Feb 2011 - Dec 2012
Retirement Solutions Representative
- Received inbound phone calls from existing 401k, 403b and 457 plan participants- Assisted with loan, early withdrawal, separation from service, in-service withdrawals and additional plan-specific information- Developed strong understanding of employer-sponsored retirement plans- Earned a Client Experience Score of greater than 85% during my time in this role
Sep 2010 - Feb 2011
Investment Solutions Representative
- Received inbound Investment related calls, as well as calls to 1-800-Fidelity- Achieved the still-current record for most Guidance leads in a quarter with 176- Earned a 77% lead conversion rate- Assisted thousands of clients between October 2007 and March of 2009 during the Great Recession- Earned a Client Experience Score of greater than 88% throughout this difficult time
Apr 2007 - Aug 2010
Trader
- Trained in Mutual Fund, Equity and Derivatives trading- Handled inbound client requests for trading and trading questions- Maintained a Client Experience Score of greater than 80%
Dec 2006 - Mar 2007
Mortgage Loan Officer
- Reached out to financial leads to search for mortgage opportunities- Developed and maintained a sales pipeline that generated at least $10 Million in annual sales
Aug 2005 - Sep 2006
2 education records
Alan Vargas education
Bachelor Of Business Administration - Bba, International Business
University Of North Florida
Bachelor Of Business Administration - Bba, Economics
University Of North Florida
FAQ
Frequently asked questions about Alan Vargas
Quick answers generated from the profile data available on this page.
What company does Alan Vargas work for?
Alan Vargas works for ColPR Software Consultants.
What is Alan Vargas's role at ColPR Software Consultants?
Alan Vargas is listed as Managing Partner - Marketing and Sales at ColPR Software Consultants.
What is Alan Vargas's email address?
AeroLeads has found 1 work email signal at @bankofamerica.com for Alan Vargas at ColPR Software Consultants.
Where is Alan Vargas based?
Alan Vargas is based in Jacksonville, Florida, United States while working with ColPR Software Consultants.
What companies has Alan Vargas worked for?
Alan Vargas has worked for Colpr Software Consultants, Bank Of America, Signature Consultants, Unf Spinnaker, and Fidelity Investments.
How can I contact Alan Vargas?
You can use AeroLeads to view verified contact signals for Alan Vargas at ColPR Software Consultants, including work email, phone, and LinkedIn data when available.
What schools did Alan Vargas attend?
Alan Vargas holds Bachelor Of Business Administration - Bba, International Business from University Of North Florida.
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