Alejandro Barragan Email & Phone Number

Chicago, Illinois, United States

· Helping clients find their new home by providing the best options that fit their needs as well as consulting what would work best based off location , commute to work, additional expenses , what neighborhoods have to offer, etc· Building a great relationship and communication with leasing agents from rental buildings and brokers representing property owners· Figuring out financing, special promotion deals, cost comparission of other properties , hidden fess.· Training new agents on how to prospect leads, set appointments , tour and consult with clients, follow up and everything in between from opening to closing the deal.· Helping and creating software ideas to making the leasing and sales process easier for the company. · Client list includes professional sports teams, CEO, Business Professional, investors, college students, and many more

Greater Chicago Area

· Working with clients to assess their financial needs by identifying, recommending and creating an appropriate financial strategy for their investment goals · Deeping relationship with current clients to uncover outside assets and consolidate those assets within Merrill Edge and Bank of America by means of demonstrating the values and services we can provide at Merrill Edge over other firms, as well as reviewing their investments goals and recommending the right products and solutions for our clients current and new accounts.· Obtained the Series 7 and Series 66 License· Being able to adapt to new company targets and new procedures each quarter while maintain an ethical commitment to comply to banking, regulations, and investment laws· Creating partnerships with members of other team the company to help drive a better client experience and make sure client is assisted with the correct specialist

Greater Chicago Area

Performed residential real estate market research in assigned areas by comparing net present values on various investment opportunities and presenting the findings to the director of finance.Facilitated closure of residential real estate deals with banks by arranging terms of contracts and finding cheapest financing options.Completed cost benefit analysis for renovations projects by comparing the amount of labor and resources needed for renovations versus offered premiums.

Greater Chicago Area

• Created over 2000 time off accruals and created security access for new clients entering our payroll system• Facilitated the set up, maintained, and modified the time off policies and security roles of over 500 clients• Was able to extract and manipulate data that was sent in excel and other software for accuracy and proper format• Collaborated with the account managers and implementation consultants to better resolve improper communication• Consulted alternative accrual set ups to increase simplicity and efficiency for over 500 customers time off policy .

Dallas/Fort Worth Area

• Created forecasting templates to identify over 1000 potential clientele in the IP Management market, both global and domestic• Uncovered a mathematical error saving 5% in the ROI calculation that was used for demonstrating to clients' saving forecast• Worked with a fellow colleague in assisting a Merger and Acquisition Project between BT and Bell Canada• Participated in Compliance training and translated the training information into Spanish for the Latin America Division • Produced basic forecast reports on potential clients sales and financial statements to better target their IP growth• Worked directly with the Managing Director and Account Manager to develop a comprehensive sales/marketing position• The opportunity to meet and be part of consulting clientele in our product and services

Chicago Il

• Maintained the data integrity associated with over 200 portfolios using Excel and Salesforce system• Liaised with Annuity Companies to increase accuracy of clients current accounts • Contributed to the daily FA /CA responsibilities associated with Benefit Plans• Maintained the data integrity associated with over 200 portfolios using Excel • Scanned and verified over 200 accounts' confidential information into Salesforce• Worked in a team environment with the Financial Adviser and his team of Client Advisers

Seattle, Wa

• Worked closely with the CFO on backtracking invoices and financial statements for the company.• Utilized excel to track many of the clients orders and use the information to better find ways to up sell • One collaborations and mentoring from the company co CEO on a weekly basis

Richard Driehaus College Of Business, Finance

Associate'S Degree, Business/Commerce, General