Jonathan Herreros Email & Phone Number

Florida, United States

Jacksonville, Florida, United States

Works in a fast-paced regulatory driven environment as a fund administrator and coordinator of quarterly meetings between Americas and German fund boards. This role is part of the coverage division and CCO office with DWS Group. I assist in coordinating board meetings, reviewing and organizing materials from various internal and external business units. Works closely with the CCO and other executive leadership as well as business unit leaders.

Worked in Agile/Jira/Salesforce environment in software implementation. Independently managed large client firm data sets for onboarding and data migration onto the Black Diamond Wealth Platform. Worked closely with client consultants, Enterprise client team, and QA. Created financial asset classification schemas within a security master, performed routine data management, actively worked to provide technical guidance and maintain accurate records of customer interactions.

Worked in a fast-paced lending operations and account management role. Assisted customers in accessing their accounts, making payments, changing account information, and providing lending updates to them regarding their accounts over the phone, text, and email communication.

Jacksonville, Florida, United States

Managed a college dormitory and generated programming that implemented social, educational, and recreational programs for residents. Counseled residents on personal, academic, and policy concerns. Led a team in charge of purchasing programming supplies and cataloging said purchases. Performed research and created initiatives to improve diverse thinking among residents and coworkers. Worked in conjunction with senior university staff.

Jacksonville, Florida Area

Master Of Science - Ms, Financial Technology

Bachelor Of Arts - Ba, Economics

Activities and Societies: • Minored in International Business and Marketing. • Presidential Honor Roll and Dean’s list recipient. •.