Eric Medrano Email & Phone Number

San Francisco, California, United States

Provide top-tier support to up to 19 financial advisors alongside a team of Associates by managing client accounts, coordinating transactions, and delivering exceptional service tailored to client needs. Recognized for taking initiative in assuming greater responsibilities, including compliance oversight and team leadership during high-pressure scenarios.

San Francisco, California, United States

Act as a liaison between the Wealth Managers, clients, and private wealth management middle office and operations teams. Provide sales and service support for current clients or prospects. Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. Assist with phone calls to.

San Francisco Bay Area

Oakland, California, United States

As a financial analyst, I conduct the backend debt capacity analysis, historical analysis, and projections based on company historical financial statements, strategic planning, and management decisions. Conduct financial analysis, primarily for small businesses ranging from $500k - $2M in assets, including; debt-capacity analysis, historical analysis.

Oakland, California

Support the Business Development and Client Services teams. As Business Development Associate, I support building our client pipeline, speaking with external parties such as municipalities, cities, and local governments to secure partnerships advantageous for creating impact in low to mid income communities. I manage data and process tracking, critical to.

San Francisco Bay Area

Our increasingly complex world requires leaders who can collaborate across sectors to address society’s greatest opportunities and challenges. CORO Northern California (CORO) prepares individuals from diverse backgrounds to be these leaders through a full-time, graduate-level program that develops an understanding of complex public issues, organizational.

Oakland, California

Plan and execute logistics of programmatic activities and events ranging from small meetings, multi-day retreat gatherings, to large events including, but not limited to, Fellowship and Consulting convenings. I support budget management for various program areas, support the design and development of program activities, assist with the collection of.

San Jose, CA

Assisted the AS President, including meeting with the Campus President, administration, and faculty members as necessary. I ran AS board meetings to guide policies and procedures involving campus safety, faculty affairs, community engagement, and internal operations. When not running meetings, I met 1-on-1 with each board member to provide additional.

San Jose, CA

Continuously reviewed and edited governing documents, ensuring internal operations were properly executed, well understood by each member of Associated Students, allowing for ease of enforcement by the Vice President and executive officers. As Director of Internal Affairs, I was also Chair of the Internal Affairs Committee and passed numerous revisions to.

San Jose, CA

Among my accomplishments, I developed the first Code of Ethics to hold Board of Directors in compliance with appropriate conduct, I collaborated on the first annual, campus-wide art competition through the University Affairs Committee, and lead the initiative to revise outdated attendance and syllabus policies to ensure fairness and proper notice of.

San Francisco Bay Area

Analyzed and evaluated statewide policies affecting the California State University (CSU) system, taking special care to advocate for student needs based on policy analysis, i. e. greater class availability and modern equipment. In my role, I continuously directed statewide efforts around tuition and faculty compensation, meeting regularly with faculty.

Career Center, San Jose State University

Processed orders for Alumni Memberships, doing so through extensive use of system database software and excel sheets. Usage of organizational skills were essential to ensure payments were received appropriately and in a timely manner, keeping meticulous records of alumni memberships and payments, as well as a monthly budget summary. Also assisted in the.

38811 Cherry St, Newark, CA

Carried out tasks including, but not limited to, scanning and organizing incoming packages, "splitting" packages into their respective incoming lanes, placing packages into their respective pallets, and processing logistics information via basic portable computing hardware all in a timely manner for successful delivery of items in newly manufactured.

52 Broad St. Floor 2 Boston, MA 02109

Marketed the Korean-based group messaging app called "BAND" through use of social media, promotional items, promotional events, and group visits around the Bay Area. This was done primarily in San Jose, CA and Oakland, CA. Marketing and effective communication were key to raising awareness of the mobile phone application as I gained skills in proper.

423 7th Street Unit 213, Oakland, CA 94607

Supervised and mentored a group of seven middle school campers, along with a co-counselor, taking part in group activities while continuously promoting growth in campers. I also aided in crafting bunk programming responsive to each campers' needs, ensuring that I provided a fun and safe environment for campers, per the guidelines of Camp Phoenix..

125 12th St #390, Oakland, CA 94607

Interned as an IT Specialist mostly cleaning and reformatting hard drives. Each hard drive contained sensitive information and careful use and handling of such materials was of utmost importance. Aside from handling these hard drives, I also aided the head IT Specialist in setting up new computers and network systems in surrounding offices, making sure.

5826 Bancroft Avenue, Oakland, CA 94605

Managed six commercial and residential construction projects.Organized schedule and timeline for effective completion of project in designated time.Managed paperwork and filed documents relevant to the construction projects.Scheduled and facilitated project meetings between employees.Performed clerical duties as assigned.

Master Of Business Administration - Mba, Banking, Corporate, Finance, And Securities Law

Activities and Societies: Beta Gamma Sigma Honors Society, StartUp Club, Finance Club

Master Of Business Administration - Mba, Accounting And Finance

Bachelor Of Arts (B.A.), Political Science And Government

Activities and Societies: Phi Kappa Tau, Braven, Educational Opportunity Program, Latino Business Student Association, Intermediate Weight.

High School Diploma

Activities and Societies: Debate Team, AP Courses, Cross CountryReceived the "AP Scholar" Award for passing a minimum of three AP Exams.