M. Landeros Email and Phone Number
Marcos Landeros has decided to challenge himself in the Medical Field. Working in Credentialing and Compliance, he is proud to be a part of the wonderful Organization that helps the underserved population. The value he’s added to clients over the years, through many financial market and economic cycles, and has overcome various life events that have defined him as being the best. Marcos began his career in 1999 with Morgan Stanley Dean Witter., ultimately becoming a part in Management in 2005. After Morgan Stanley, Marcos moved on and became a Operations Specialist and Registered Associate Partner with Bear Stearns & Co., where he excelled in strengthening Production and ensuring money managing with Colleagues with over 900 Million AUM. Mr. Landeros moved to UBS Financial Services Inc., after the JPMorgan acquisition of Bear Stearns in 2008. Prior to taking his current position, Mr. Landeros also served as a Client Service Specialist at UBS and JPMorgan Chase Bank. Marcos supports a number of community organizations including Volunteering at his sons schools and Saint Rose Catholic Church.Marcos is ambitious and get things done. Compliance Health plan Audits HRSA Audits. FTCA recertification Quality Assurance/Quality Improvement Risk Management Credential verificationsHuman Resources Grievances and Resolutions Licensing Monthly Utilization Tracking Series 7Series 66Life and Health. NMLSInsurance Policies/Products BloombergEquity and Options specialistAlternative InvestmentsMutual FundsFinancial Goal AnalysisHigh Net Worth Investment StrategiesFinancial Concerns Municipal BondsInvestment PortfoliosNet worth clientsclient portfoliosfee-based
El Proyecto Del Barrio, Inc.
View- Website:
- elproyectodelbarrio.org
- Employees:
- 73
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Utilization Review ManagerEl Proyecto Del Barrio, Inc. Nov 2022 - PresentUnited States
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ExecutiveEl Proyecto Del Barrio May 2018 - PresentArletaCorporate Department
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Registered Investment AdvisorNew York Life Insurance Company Nov 2017 - May 2018Glendale, California -
Relationship Banker IiJpmorgan Chase & Co. Sep 2013 - Apr 2014Lancaster, California2013-4/2014 Chase Consumer Banking Lancaster, CA.Relationship Bankerworked closely with Financial Advisors, Loan Officers and Relationship Business Managers to grow and Build our revenue with new and existing money. My daily responsibilities meet and exceed Branch sales goals. I am challenged monthly to build relationships that generate revenue for the Branch. These new relationships compensate. This process allows me to set new monthly goals.Recently established accounts with new money. I implemented ideas for clients under our Managed Account Platforms, as well as our trading platforms.Outstanding success in building and maintaining relationships with Financial Advisors and high net worth clients. Established effective new accounts daily, tailored to both personal and business accounts. -
Portfolio SpecialistUbs May 2008 - Sep 2013Los Angeles, California5/2008 - 9/2013 UBS Financial Services Inc. Los Angeles, CA.Registered Client Service Associate and Branch Service AssociateWorked with a Branch that had over 100 Financial Advisors and Client Service Associates. In Operations I assisted with approvals such as deposits and distributions along with daily responsibilities. The approvals were local as well as 5 satellite offices.I was transferred to Operations on 09/15/2012. The team I worked for challenged me and exposed me to Managed Accounts and how they work.I am experienced in equity, option, syndicate, mutual fund and fixed income trading. Recently put together effective ideas for clients under our Managed Account Platforms.Outstanding success in building and maintaining relationships with Financial Advisors and high net worth clients. Experienced in client reporting and portfolio reviews. Exceptionally well organized with a track record that demonstrates self motivation, creativity, and initiative to achieve both personal and corporate goals. -
ExecutiveBear Stearns And Co. Jun 2007 - May 2008Los Angeles, California2006-2008Bear StearnsLos Angeles, CA.Private Client ServicesPrimarily involved in the transition phase of new Financial Advisors' recruited from competitive firms. Ensured that the transition was smooth and complete by being proactive.Suggested and implemented new strategies with account transfers to result in flawless transitions.Established a productive relationship with 2 Financial Advisors with multi millions under management. Opened several new accounts. Worked with our Margin Department daily due to the changes in the economy. -
Operations Manager Client Service AssociateMorgan Stanley Jun 1999 - Jun 2007Los Angeles, California2002-2005Morgan StanleySherman Oaks, CA.Operations ManagerDirectly supervised a team of 10 Sales Assistants. Ensured that each employee was up to date with new policies and procedures. Acquired experience in Human Resources. Maintained employee files and tracked attendance and processed payroll.Supported 30+ Financial Advisors in educating and enforcing operation guidelines. Partnering with Compliance when needed.2001-2002 Morgan Stanley Burbank CA.Operations Manager Accepted an Operations Manager position at the Burbank, CA. branch. Directly supervised a team of 8 Sales Assistants and supported 25+ Financial Advisors.Maintained employee files and tracked attendance and processed payroll. Established relationships with Building Officials and Burbank Fire Department to ensure that our firm was in compliance of all building codes.1999-2001 Morgan Stanley Los Angeles, CA. Operations Assistant / Wire room OperatorAssisted the Operations Manager with all incoming and outgoing correspondence. 3 months later, I was given the opportunity to cover the Wire room Operator for several weeks.Floated and took Sales Assistant responsibilities that strengthened my skills.Matured dramatically in the business that proved to be more than just an employee.
M. Landeros Education Details
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California State University-Los AngelesFinance, Business Administration, International Business.
Frequently Asked Questions about M. Landeros
What company does M. Landeros work for?
M. Landeros works for El Proyecto Del Barrio, Inc.
What is M. Landeros's role at the current company?
M. Landeros's current role is EL PROYECTO DEL BARRIO INC. Managed Care.
What schools did M. Landeros attend?
M. Landeros attended Grand Canyon University, Grand Canyon University, California State University-Los Angeles.
Who are M. Landeros's colleagues?
M. Landeros's colleagues are Jacqueline Hernandez, Virgil Reyes, Melanie R., Beverly Carlos, Mayder Chacon, Balbina Hernandez, Ruth Flores.
Not the M. Landeros you were looking for?
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Jose M. Landeros
Public Policy Wonk Turned Government Administrator—Urban & Community Development | Dashboard ProfessionalEl Paso Metropolitan Area3epcounty.com, communityscholars.org, elpasoco.com -
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Monica M. Landeros
San Francisco, Ca
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