Andres Barrero Email & Phone Number

San Diego, California

San Diego, California

San Diego

• Communicated directly with both financial advisors and clients providing procedural expertise regarding technology and business process.
• Researched complex situations regarding accounts, set client expectations, and define the actions necessary to resolve inquiries
• Processed incoming and outgoing money movement tasks such as account transfers, wire transfers, direct deposits, journals and check amon others
• Provided assitance to AXA Gold Team with high end advisors requests

San Diego

• Supported financial advisors by providing operational and administrative duties including preparing monetary deposits, journals, wire transfers among other activities to enhance the client
• Developed operational duties linked to new accounts, risk management, compliance development international financial requirements and Debit/Credit card requests.
• Assisted upper management with regular reports regarding detailed account value status for every account opened in the southwest complex

San Diego

• Directly participated in the complete onboarding process for over 500 incoming financial advisors by providing solutions for broker/dealer platform migration, registration, account conversion, mail merge and training.
• Coordinated effectively with different departments to ensure the proper technology access, licenses transfers and document preparation to facilitate the transition process for the incoming financial advisors
• Developed the onboarding process with different tools including FINRA, Experian, Oracle Commissions, Branchnet, Salesforce and Lexis Nexis reports.

Bogota

• Consultant for Odontological Clinic (http://www.sensibague.com).
• Developed and implemented a financial strategy for the company, based on a cost analysis, budget and portfolio, which served as a tool for operating and planning of the clinic
• Appointed Sales Analysis and factored in the major procedures performed
• Defined a collection and pricing policy for in line with the value proposition of the clinic
• Adopted an income and expenditure budget for the Dental Clinic

Bogota

Assistant to professor Ivan Dario Lobo in the Social Responsability Class.Responsible of evaluation and feedback of students, preparing the content of classes, and provide feedback of the students performance throughout the semester.

San Diego, California

Develop a marketing campaign to promote USD LINK CHAPTER in the USD community

Bogota

Processed orders, maintained customer relations, handled complaints and adjustments for AT&T Uverse customers.

Academic Exchange Student, Business Administration And Management, General

Activities and Societies: International Student Organization (ISO)Exchange Program at USD

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Activities and Societies: Teacher’s assistant for the Social Responsability course given by Professor Ivan Dario Lobo

High School Degree

Activities and Societies: Soccer, Volleyball, Track and Field TeamsColegio San Carlos is an all-male, private, bilingual (English and.