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Anthony Ibarra Email & Phone Number

Experienced Financial Account Representative | Expert in Data Analysis, Compliance & Account Management | Dedicated to Client Success | Army Veteran at National Content & Technology Cooperative
Location: Overland Park, Kansas, United States 6 work roles 1 school
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Role
Experienced Financial Account Representative | Expert in Data Analysis, Compliance & Account Management | Dedicated to Client Success | Army Veteran
Location
Overland Park, Kansas, United States
Company size

Who is Anthony Ibarra? Overview

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Anthony Ibarra is listed as Experienced Financial Account Representative | Expert in Data Analysis, Compliance & Account Management | Dedicated to Client Success | Army Veteran at National Content & Technology Cooperative, a company with 63 employees, based in Overland Park, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Anthony Ibarra.

Anthony Ibarra previously worked as Group Purchasing Account Manager at National Content & Technology Cooperative and Financial Account Representative II at Rts Financial. Anthony Ibarra holds Bachelor Of Arts (Ba), Political Science from Emporia State University.

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National Content & Technology Cooperative

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Profile bio

About Anthony Ibarra

Dedicated Financial Representative, with over six years of experience in the financial services realm, I am committed to delivering exceptional customer support for a diverse clientele. My mission revolves around assisting clients in achieving their financial goals while optimizing their business operations, all grounded in unwavering ethical principles and professionalism.Throughout my journey, I've cultivated robust proficiencies in data analysis, state compliance, escheatment, and meticulous account management, leveraging a spectrum of software tools and platforms. My collaborative spirit has enabled effective engagement with internal and external stakeholders, encompassing state agencies, third-party vendors, and colleagues, to ensure the delivery of accurate and punctual results. My enthusiasm for embracing new skills and tackling fresh challenges is boundless, and I'm equally passionate about sharing my expertise and best practices with fellow professionals.

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National Content & Technology Cooperative
National Content & Technology Cooperative
Experienced Financial Account Representative | Expert in Data Analysis, Compliance & Account Management | Dedicated to Client Success | Army Veteran
lenexa, kansas, united states
Website
Employees
63
AeroLeads page
6 roles

Anthony Ibarra work experience

A career timeline built from the work history available for this profile.

Financial Account Representative Ii

  • Managed a book of $10 million with zero loss, averaging 20 to 25 clients at a time
  • Trained and mentored new members to the team on factoring process and day to day tasks
  • Took on role as team coordinator when manager was out on sabbatical
  • Reviewed invoices from clients to determine viability for funding
  • Maintained close client relationships to address needs and provide quality client services
  • Worked closely with brokers via phone and email to identify payment… Show more
Feb 2019 - Nov 2023

Sr. Escheatment Representative

  • Part of the initial team established to stand up the escheatment department within the company
  • Defined and documented standard operating procedures for the escheatment process per state
  • Reviewed all legislative state laws and updated daily operations/procedures documentation when rules and regulations were changed
  • Trained and led new hires brought on to the team as the department grew
  • Worked closely with each state’s unclaimed property/escheatment departments and point… Show more
  • Worked closely with each state’s unclaimed property/escheatment departments and point of contacts to document and follow regulations for what each state classified as unclaimed or abandoned funds or properties
Oct 2014 - Feb 2019

Client Service Representative

Overland Park, KS

  • Aided and provided guidance to financial advisors for investment procedures
  • Assisted shareholder with redemption and exchange requests
  • Researched problems, determined solutions, and performed corrective actions for any account needs
  • Worked closely with shareholders and financial advisors to help reach investment account solutions
  • Developed decision making skills to help facilitate different and unique situations built upon set procedures and training
  • Clear… Show more
Oct 2014 - Jun 2015

Store Manager

  • Hired and managed team of employees; between 5 – 8 employees at any given time
  • Provided regular employee reviews and coaching to ensure monthly quotas were met
  • Reviewed and provided monthly reports of store progress and performance to district manager
  • Managed and planned monthly store budget, consisting of employee hours, and building utilities
  • Worked closely with customers to understand their needs to provide quality customer service
Oct 2009 - Oct 2014

E4 Specialist

Fort Bragg, North Carolina Area

  • Stationed at Fort Liberty, previously named Fort Bragg in North Carolina
  • Afghanistan deployment from January to July 2003
  • Trained new members on standard operating procedures for food services
  • Developed and utilized time management skills to ensure hard timelines were met three times a day
  • Parachuted out of high-performance fixed wing aircrafts
Feb 2001 - Feb 2009
Team & coworkers

Colleagues at National Content & Technology Cooperative

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1 education record

Anthony Ibarra education

FAQ

Frequently asked questions about Anthony Ibarra

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What company does Anthony Ibarra work for?

Anthony Ibarra works for National Content & Technology Cooperative.

What is Anthony Ibarra's role at National Content & Technology Cooperative?

Anthony Ibarra is listed as Experienced Financial Account Representative | Expert in Data Analysis, Compliance & Account Management | Dedicated to Client Success | Army Veteran at National Content & Technology Cooperative.

Where is Anthony Ibarra based?

Anthony Ibarra is based in Overland Park, Kansas, United States while working with National Content & Technology Cooperative.

What companies has Anthony Ibarra worked for?

Anthony Ibarra has worked for National Content & Technology Cooperative, Rts Financial, Waddell & Reed, Radioshack, and Us Army.

Who are Anthony Ibarra's colleagues at National Content & Technology Cooperative?

Anthony Ibarra's colleagues at National Content & Technology Cooperative include Sumanta Bhattacharjee, Stewart Myers, Julia Nagy, Debbie Charley, and Lisa Hood, Cpa.

How can I contact Anthony Ibarra?

You can use AeroLeads to view verified contact signals for Anthony Ibarra at National Content & Technology Cooperative, including work email, phone, and LinkedIn data when available.

What schools did Anthony Ibarra attend?

Anthony Ibarra holds Bachelor Of Arts (Ba), Political Science from Emporia State University.

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