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 including in transitioning over new Advisors from outside firms. Continuously enhance personal development through certifications, ongoing training, and staying updated with industry trends and regulatory changes. Spearhead improvements in operational efficiency by streamlining workflows and implementing best practices. Foster long-lasting client relationships by ensuring transparency, accuracy, and prompt communication in all financial matters. Collaborate cross-functionally with internal teams to support complex client inquiries and optimize account management processes.

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 prospects and clients and coordinate client mailings/invitations to company events. Provide general administrative support such as managing logistics for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. Perform duties and responsibilities specific to department functions & activities. Perform other duties and responsibilities as required or assigned by supervisor.

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, cash-flow analysis, projections, and general fiscal assessments. Develop tools and resources for coop development including fiscal models, budgets, board and management best practices. Consult with clients on change management, creation of bylaws, articles of incorporation, and other legal documents. Additionally, I support the Client Services Team by filing, organizing, and maintaining client data via Google Drive, Salesforce, and Google Spreadsheets. I manage client relations, facilitating discussions on business financial standing and strategy for longevity of business and for purposes of creating a new business entity in the form of a viable worker-cooperative.

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 proper pipeline creation inclusive of businesses that have been operating for 20-30+ years and seeking an exit plan (among other criteria). As Client Services Associate, I manage internal processes crucial to proper service delivery of our feasibility studies, conversion process, and post-conversion support services for businesses. As a leader in converting traditionally structured business into employee-owned models, I work with both teams to ensure Project Equity stays on track to create impact in communities of color, and communities that have historically and/or currently experience economic hardships.I currently lead data management with Project Equity's work in the City and County of San Francisco, manage relations between the City of San Francisco, San Francisco's Small Business Development Center, and the North Coast Small Business Development Center, as well support various businesses reviewing their respective financial documents and management structures.

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 analysis, communication, and system level problem-solving through group seminars, focus weeks on public policy topics, and 7 cross-sector work placements (where fellows act as short-term consultants). Below are 4 examples of my short-term consulting projects: 1. Advised on the creation of Global Citizen Year's Parent Engagement Strategy, analyzing survey data, parent interviews, staff interviews, and assessing effectiveness of communication with parents/guardians of program participants. Strategy guide included data-backed recommendations on best practices and ways to improve communications. 2. Managed a campaign by "Neighbors for an Affordable Berkeley" pushing for local Measures O & P. I recruited, trained, and conducted outreach during my time managing part of the campaign, allowing for successful passage of both measures. 3. Analyzed training and auditing materials at the City and County of San Francisco, City Hall Controller's Office under the City Services Auditor (CSA). I identified gaps and common errors that led to a loss of grant funds related to disaster cost and recovery under FEMA's Public Assistance Program. I produced materials to be used in ongoing audit training to avoid loss of federal funds. 4. Currently at Project Equity, researching Southeast and Midwest metropolitan areas to assess the nature of each region's business landscape. The goal is to inform Project Equity's strategic expansion efforts working with coops.

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 evaluation data, conduct scheduling, communications, and correspondence activities. I document events, taking meticulous notes to continually improve program services working in conjunction with the development and operations team.

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 support and review projects and timelines, ensuring their appropriateness to the mission of Associated Students in continually improving the student experience. During my term as Vice President, I planned and facilitated an annual ceremony for students, known as AS 55, creating a selection committee and rubric for the nomination process. This event was dedicated to honoring students who have demonstrated outstanding leadership work on campus and beyond.

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 the by laws. These revisions included creating a line of succession for all executive positions to protect the health of the organization in case of vacancies, and created subcategories in position descriptions for accessibility. I also sat on the University Academic Senate, the governing body of San Jose State composed of faculty, administrators, and student senators. In the Academic Senate, I gave the student perspective on numerous policies affecting students including an absence policy, student rights and responsibilities policies, and others.

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 changes through newsletters and mass emails. Notably, I also introduced a government restructure to include an external lobbying group in social justice issues, as well as increase efficiency by merging two board positions. On a weekly basis, I participated in regular committees as well as Board of Director meetings for policy review, approval, or denial.

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, student interns, and administration across CSU campuses. A major component of this was Students for Quality Education (SQE), which I led in local campaign efforts surrounding San Jose communities. This was done by developing strategies aligning student organizations with similar goals and interests to work together in providing chapter growth through media outreach and in-person meetings.

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 planning of job and career fairs, organizing materials and booths from major companies as VISA, CISCO, IBM, and Verizon while coordinating communication between stakeholders.

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 condition.

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 product advertisement. I was responsible for tracking the number of BAND users, making sure each new user understood the purpose of BAND and its different functions whether it be during group events, one-on-one in person demonstrations, or online marketing.

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. Additionally, I served as a TA during instruction, assisting both campers and instructors with additional help on academic assignments as needed.

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 that all computer programs and systems worked properly.

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.