Michael Castillo Email & Phone Number

Lenexa, Kansas, US

City Wide of Inland Empire is a management company in the building maintenance industry, building on more than 50 years of experience offering janitorial and more than 20 other facility maintenance services.Michael Castillo, President, and his team strive to bring professionalism, organization, and accountability to an industry often plagued with.

Houston, Texas, US

Assisting clients and companies with investment decisions. Services that include and not limited to retirement planning, 401K plans, asset management, REIT's, equities, mutual funds, fixed, variable, insurance products, etc.

• ENSI is a broker/dealer providing financial services to financial institutions throughout the country. My responsibility is to manage and oversee the development of these services offered through Banc of California as.
• Implementation of the investment offering throughout the retail branch locations
• Company and branch training on sales and investment offering
• Development and recruitment of Financial Consultants and Licensed Bankers at Banc of California
• Keeping positive gross sales both for ENSI and Banc of California
• Foster new relationships for future programs

• Assisting broker/dealers and businesses with:
• Strategic Visionary and Project Management
• Relationship Building and Recruiting
• Business Plan & RFP Review
• Compliance & Risk Management / Branch Audit / AML / KYC
• Product Development / Marketing / Sales

Rancho Cucamonga, California, US

AIC is a registered broker/dealer working as a CUSO servicing members from Arrowhead Credit Union. Primary business is done direct in Annuities (Variable & Fixed), Mutual Funds and clearing brokerage business via Pershing. I dealt with management restructure in 2007 and currently managing 10 registered representatives and 3 back-office individuals..

US

IndieVest Securities is part of the independent feature film industry utilizing an online and offline solution to connect filmmakers and capital. The company operates in an exciting environment providing capital to independent films with well known star power. As the securities principle I developed and hired the needed sales/administrative individuals for.

Zurich, CH

As part of a senior management team in overseeing and staffing several branch locations my responsibility was not limited to conveying the company value and policy to all staff and brokers to make certain that all dealings were in compliance with firm and regulator parties. Direct and ensure all business, operations and compliance issues pertaining to.

Zurich, CH

Per the regulation to segregate International business from domestic business UBS International was born. As a branch manger of a new location the responsibility and focus was to grow and recruit for the West Coast operation. The office was to cater primarily to Latin America and any business that originated from outside the US. With an office of 4.

US

-Communicate with all management, staff, brokers and external departments on management and leadership of branch. -Operational duties included overseeing and ensuring the maintenance and reporting of: All deposits whether cash or stock certificates, disbursements, journal funds and monitoring bounced check alerts.-Supervise wire area and administer.

-Development of the first physical location in Beverly Hills and built; -Deal/Approve local marketing in name branding in newspaper, magazine, television, or remote locations to do promotions.-Assist in maintaining branch location, duties would include and not be limited to management, hiring of sales/administrative employees and daily operational duties..

Charlotte, NC, US

-Daily reconciliation and balancing of stock record, general ledgers identifying and reporting firm breaks of the daily operation of multi-billion dollar portfolios.-Reorganization / Process corporate section transactions, Review system generated reports to mitigate firm risk, work closely w/trading and operational areas to research exception conditions..

-Assisted in structuring the office maintaining accounts and implementing controls for general ledger and purchasing accounts. Making changes in the assemble line to make the process more efficient.-Increasing sales, consistently meeting or exceeding all quotas, performing at an above average manager.

New York, NY, US

-Developed relationships and recruited potential clients through several distribution methods, creating a client base.-Implemented the financial planning process, and advising clients on investments and insurance needs.

Master Of Business Administration (M.B.A.), Business

B.A., Psychology/Philosophy