M. Landeros Email & Phone Number

United States

Arleta

Corporate Department

Glendale, California

Lancaster, California

2013-4/2014 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.

Los Angeles, California

5/2008 - 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.

Los Angeles, California

2006-2008​Bear Stearns​Los 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.

Los Angeles, California

2002-2005​Morgan Stanley​Sherman 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.

Master Of Public Administration - Mpa, Health/Health Care Administration/Management, 3.8

Activities and Societies: N/A Grand Canyon University - Masters Degree

Business Administration And Management, General, 3.7

Finance, Business Administration, International Business.