Mario Martinez Email and Phone Number

Helping to facilitate hedge fund investing for Frost Bank clients.

In my most recent role at USAA, I worked in unit called Mutual Fund Research and Analysis. Our team would receive all research requests regarding mutual fund accounts. We were tasked with investigating and resolving whatever issues may come about. I recognized that this role provided me a tremendous vantage point to see opportunities for improvements in our processes as well as trends of system issues. Our team worked closely with various teams and departments to resolve the wide array of issues that we would be assigned. In addition to resolving issues on individual accounts, we were also able to recognize trends as they were being reported and take immediate action to correct system issues if necessary. I also utilized USAA's ICE innovation program for process improvements. I worked closely with representatives from the innovation program to see several of my process improvement submissions through to implementation. Additional responsibilities included providing written correspondence to members on behalf of the investment management company. I also served as a Pulse team member where I was responsible for communicating employee issued to senior management and working with upper management to resolve these issues and communicate the resolutions to the employees.

Performed at a high level as part of a team that handles complex and sometimes routine transaction requests with speed and accuracy for mutual fund accounts.

Assisted USAA members with various requests and questions about their investment accounts while providing recommendations and opportunities to better facilitate their financial security.