Anthony Ibarra Email & Phone Number
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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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.
Anthony Ibarra's current company
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Anthony Ibarra work experience
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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
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
Client Service Representative
- 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
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
E4 Specialist
- 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
Colleagues at National Content & Technology Cooperative
Other employees you can reach at nctconline.org. View company contacts for 63 employees →
Sumanta Bhattacharjee
Colleague at National Content & Technology CooperativeImphal, Manipur, India, India
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Stewart Myers
Colleague at National Content & Technology CooperativeLenexa, Kansas, United States, United States
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Julia Nagy
Colleague at National Content & Technology CooperativeKansas City, Missouri, United States, United States
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Debbie Charley
Colleague at National Content & Technology CooperativeSmithville, Missouri, United States, United States
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LH
Lisa Hood, Cpa
Colleague at National Content & Technology CooperativeOverland Park, Kansas, United States, United States
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JB
Jared Baumann
Colleague at National Content & Technology CooperativeLenexa, Kansas, United States, United States
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Jackson David
Colleague at National Content & Technology CooperativeMississippi, United States, United States
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Nisha Gowin
Colleague at National Content & Technology CooperativeLenexa, Kansas, United States, United States
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TM
Tim Miller
Colleague at National Content & Technology CooperativeLawrence, Kansas, United States, United States
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BK
Becky Koelling
Colleague at National Content & Technology CooperativeKansas City, Missouri, United States, United States
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Anthony Ibarra education
Frequently asked questions about Anthony Ibarra
Quick answers generated from the profile data available on this page.
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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