Bertha Barrera
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Bertha Barrera Email & Phone Number

Bilingual Licensed Insurance Agent with Equis Financial.Helping families develop a sound financial strategy at Equis Financial
Location: Silver Spring, Maryland, United States 4 work roles 1 school
1 work email found @equisfinancial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@equisfinancial.com
LinkedIn Profile matched
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Current company
Role
Bilingual Licensed Insurance Agent with Equis Financial.Helping families develop a sound financial strategy
Location
Silver Spring, Maryland, United States
Company size

Who is Bertha Barrera? Overview

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Quick answer

Bertha Barrera is listed as Bilingual Licensed Insurance Agent with Equis Financial.Helping families develop a sound financial strategy at Equis Financial, a company with 1022 employees, based in Silver Spring, Maryland, United States. AeroLeads shows a work email signal at equisfinancial.com and a matched LinkedIn profile for Bertha Barrera.

Bertha Barrera previously worked as Licensed Insurance Agent at Equis Financial and Multi Branch Banker at Capital One. Bertha Barrera holds Business from Montgomery College.

Company email context

Email format at Equis Financial

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{first_initial}{last}@equisfinancial.com
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AeroLeads found 1 current-domain work email signal for Bertha Barrera. Compare company email patterns before reaching out.

Profile bio

About Bertha Barrera

As a licensed Agent of Equis Financial, I help clients find the life insurance solutions they need to protect their families and their futureI work with families to create a solution that best fits their needs, and their budget, including, but not limited to college funding, managing costs for extended periods of care, and lifetime income strategies. Please contact me to help you fully analyze your y needs and recommend appropriate solutions.I am not licensed in all jurisdictionI enjoy my role which builds personal skills and strengths, furthers the company’s business objectives, and advances customer's strategic goalKey Competencies:• Sales• Customer Oriented• Strong Communication• Coaching• Team leadership• Staff Management• Cash Control

Current workplace

Bertha Barrera's current company

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Equis Financial
Equis Financial
Bilingual Licensed Insurance Agent with Equis Financial.Helping families develop a sound financial strategy
asheville, north carolina, united states
Employees
1022
AeroLeads page
4 roles · 21 years

Bertha Barrera work experience

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

Licensed Insurance Agent

Current

Silver Spring, Maryland, United States

I am an Agent licensed to sell insurance through Equis Financial Get peace of mind today for a more secure tomorrow.Final Expense Life Insurance. Also available: Term, Whole Life, Indexed Universal

Nov 2019 - Present

Multi Branch Banker

Silver Spring

  • Ensure all audits and security policies and procedures are followed in accordance with Bank Policy and Federal regulations
  • Deliver on sales volumes and revenue targets in branch as agreed with District Manager
  • Perform service duties such as greeting customer/prospects in the lobby and on the phone, research customer inquiries, open account, order checks and/or debit cards, return phone calls, accept and forward wires, and.
  • Perform service duties such as greeting customer/prospects in the lobby and on the phone, research customer inquiries, open account, order checks and/or debit cards, return phone calls, accept and forward wires, and.
  • Partner with the Branch Manager as appropriate
  • Lead branch operations
Jul 2014 - Oct 2018

Lead Teller

Rockville, MD

  • Make additional efforts to generate branch traffic sales volume and retain customers
  • Ownership for service levels, budget and operational excellence in the branch
  • Ownership of risk and regulations for the branch to ensure a high level of compliance
  • Manage of approvals, overrides.
  • Directly manage teller staff including scheduling, coaching, career development, performance management and recognition and daily goal setting
  • … Show more
Jul 2009 - Jun 2014

Lead Teller

Chevy Chase Bank

Rockville, MD

  • Observed Teller Performance daily
  • Provide Monthly and quarterly sales tracking
  • Ownership for customer’s service level
  • Monitor operations procedures
  • Review all bank compliance and Federal Regulations
2005 - 2009 ~4 yrs
Team & coworkers

Colleagues at Equis Financial

Other employees you can reach at equisfinancial.com. View company contacts for 1022 employees →

1 education record

Bertha Barrera education

FAQ

Frequently asked questions about Bertha Barrera

Quick answers generated from the profile data available on this page.

What company does Bertha Barrera work for?

Bertha Barrera works for Equis Financial.

What is Bertha Barrera's role at Equis Financial?

Bertha Barrera is listed as Bilingual Licensed Insurance Agent with Equis Financial.Helping families develop a sound financial strategy at Equis Financial.

What is Bertha Barrera's email address?

AeroLeads has found 1 work email signal at @equisfinancial.com for Bertha Barrera at Equis Financial.

Where is Bertha Barrera based?

Bertha Barrera is based in Silver Spring, Maryland, United States while working with Equis Financial.

What companies has Bertha Barrera worked for?

Bertha Barrera has worked for Equis Financial, Capital One, and Chevy Chase Bank.

Who are Bertha Barrera's colleagues at Equis Financial?

Bertha Barrera's colleagues at Equis Financial include Katherine Gavina, Randy Montrose, Devan Coleman, Ty Sanders, and Kayla Cara.

How can I contact Bertha Barrera?

You can use AeroLeads to view verified contact signals for Bertha Barrera at Equis Financial, including work email, phone, and LinkedIn data when available.

What schools did Bertha Barrera attend?

Bertha Barrera holds Business from Montgomery College.

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