Andrea Murillo Email & Phone Number

California, United States

Holtara is the recently launched ESG & Sustainability business powered by Apex Group.

San Francisco Bay Area

• Manage a team of analysts for high-profile US-based investment managers, to ensure alignment with client objectives and deadlines.
• Led all engagement, communication, and coordination with clients and their portfolio companies (portcos). From internal project planning, project kickoff calls, answering portcos' questions on process, coordinating.
• Instrumental in achieving a 100% client retention rate by actively identifying and securing recurring business opportunities.
• Implemented project management processes to increase team transparency and accountability, resulting in more efficient project management practices.
• Acted as the primary liaison for the delivery teams, clients, and portcos, offering expertise in carbon footprint reporting, ESG data collection, industry gaps, as well as diversity and inclusion.
• Trained new team members on CRM tasks and processes: ESG topics, report writing, project planning, escalation, Apex ESG Portal, etc.

San Francisco Bay Area

San Jose, CA

Implemented new CRM (Appfolio) to streamline accounting and operations processesUsed Sage and Appfolio to manage 13 properties’ income and expensesReconciled monthly bank and credit card statementsManaged A/P to ensure vendors were paid timely and properlyPrepared financial statements for potential buyers of a flipped propertyEntered & Adjusted journal.

San Jose, CA

◊ Advise and Encourage business students on personal, social, and academic developments◊ Demonstrate a working knowledge of campus resources◊ Mediation of residential conflicts◊ Address community-wide issues and generate discussions at regularly scheduled floor meetings/events◊ Complete administrative tasks as needed (i.e. incident reports, maintenance.

Bachelor Of Science (B.S.), Business: Concentration In Finance With A Minor In Political Science

Activities and Societies: Financial Management AssociationRelevant Business courses: - Business Statistics - Quantitative Business.

Education record

I attended Gavilan College from August 2009 to May 2013 in conjunction with high school. Completed 51 college units by the time that I.