Hector Monroy

Hector Monroy Email and Phone Number

Servicing Advisor at Comprehensive Advisor @ Comprehensive Advisor
carlsbad, california, united states
Hector Monroy's Location
Carlsbad, California, United States, United States
Hector Monroy's Contact Details

Hector Monroy personal email

n/a
About Hector Monroy

Hector Monroy is a Servicing Advisor at Comprehensive Advisor at Comprehensive Advisor. He possess expertise in leadership, data analysis, business technology, microsoft excel, analytic problem solving and 1 more skills.

Hector Monroy's Current Company Details
Comprehensive Advisor

Comprehensive Advisor

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Servicing Advisor at Comprehensive Advisor
carlsbad, california, united states
Employees:
6
Hector Monroy Work Experience Details
  • Comprehensive Advisor
    Servicing Advisor
    Comprehensive Advisor Apr 2024 - Present
    Carlsbad, California, United States
  • Westmount Asset Management
    Associate
    Westmount Asset Management Oct 2021 - Feb 2024
    Los Angeles, California, United States
    Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, InvestmentNews and more.
  • Standish Management, Llc
    Senior Associate
    Standish Management, Llc Jan 2018 - Oct 2021
    Woodland Hills, California
    • Work with and report to accounting associates and complete various time-sensitive projects involving preparing quarterly reports, performing systems conversion, updating various client resources and other special projects• Responsible for learning and applying several different accounting platforms at the discretion of the client with minimal supervision• Handle highly sensitive and confidential records of private companies and ensure that information is never misused or misplaced
  • University Of San Francisco
    Gamma Zeta Alpha, Psi Chapter, Founding Member/Treasurer
    University Of San Francisco Jan 2018 - May 2019
    San Francisco
    • Manage internal operations in order to ensure fellow members are performing efficiently• Collaborate directly with team of eight to generate and follow through with monthly events to increase presence on campus• Actively recruit prospective members
  • University Of San Francisco
    Usf Rugby Club, President/Vice President
    University Of San Francisco May 2017 - May 2019
    • Collaborate directly with administration to maintain club operations for a 30 member team• Organize games between alumni and current students in order to maintain relationships and uphold club camaraderie throughout the generations • Initiate, manage and oversee revenue generation operations• Retain relations with clubs within the conference as well as reaching out to prospective clubs
  • University Of San Francisco
    Muscat Scholars Program, Peer Mentor
    University Of San Francisco Jul 2017 - Aug 2017
    • Provided mentorship for six individual first-year, first-generation scholars of color at USF to help guide them into a successful college transition by hosting a rigorous two-week summer program• Teamed up with nine other mentors to assure the remainder of 65 scholars were accounted for and given special attention• Managed and maintained relationships between scholars to establish a safe and welcoming environment• Act as an ongoing resource for scholars in their journey through higher education

Hector Monroy Skills

Leadership Data Analysis Business Technology Microsoft Excel Analytic Problem Solving Easily Adaptable

Hector Monroy Education Details

Frequently Asked Questions about Hector Monroy

What company does Hector Monroy work for?

Hector Monroy works for Comprehensive Advisor

What is Hector Monroy's role at the current company?

Hector Monroy's current role is Servicing Advisor at Comprehensive Advisor.

What is Hector Monroy's email address?

Hector Monroy's email address is hm****@****fca.edu

What schools did Hector Monroy attend?

Hector Monroy attended University Of San Francisco.

What skills is Hector Monroy known for?

Hector Monroy has skills like Leadership, Data Analysis, Business Technology, Microsoft Excel, Analytic Problem Solving, Easily Adaptable.

Who are Hector Monroy's colleagues?

Hector Monroy's colleagues are John Mckean, Cfp®, Melinda Zermeno, Eric Brelsford, Serena Akinaga, Christopher Caudle.

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