Raul Barrera

Raul Barrera Email and Phone Number

Trust & Fiduciary - Private Wealth @ Fremont Bank
Raul Barrera's Location
San Francisco, California, United States, United States
Raul Barrera's Contact Details

Raul Barrera work email

Raul Barrera personal email

About Raul Barrera

Experienced‬‭ Trust‬‭ Professional‬‭ successfully‬‭ achieving‬‭ individual‬‭ and‬ team‬‭ success,‬‭ implementing‬‭ administrative‬‭ and‬‭ operational‬‭ solutions‬ while satisfying clients' wealth management and trust services needs.‬‭

Raul Barrera's Current Company Details
Fremont Bank

Fremont Bank

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Trust & Fiduciary - Private Wealth
Raul Barrera Work Experience Details
  • Fremont Bank
    Trust & Fiduciary Officer
    Fremont Bank May 2024 - Present
    Fremont, California, Us
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  • Pisces Inc
    Trust Administrator
    Pisces Inc Jul 2023 - May 2024
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  • First Republic Private Wealth Management
    Senior Associate
    First Republic Private Wealth Management Sep 2022 - Jul 2023
    Us
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  • Svb Private
    Client Service Advisor
    Svb Private Jan 2022 - Sep 2022
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  • Boston Private
    Senior Client Associate, Officer
    Boston Private Jan 2021 - Dec 2021
    Boston, Massachusetts, Us
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  • Boston Private
    Business Development Associate / Client Associate
    Boston Private Jan 2018 - Jan 2021
    Boston, Massachusetts, Us
    Completed Fundamentals, Intermediate and Advanced levels of Trust School; as well as continuing education events at Cannon Estate Planning Teleconference Series, Peninsula Estate Planning Council, and Jerry A. Kasner Estate Planning Symposium.
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  • Boston Private
    Client Service Representative
    Boston Private Mar 2016 - Jan 2018
    Boston, Massachusetts, Us
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  • Bank Of America
    Relationship Banker, Officer
    Bank Of America Apr 2014 - Mar 2016
    Charlotte, Nc, Us
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  • Wells Fargo
    Customer Service And Sales Representative
    Wells Fargo May 2012 - Apr 2014
    San Francisco, California, Us
    Banker Certified and Foreign Currency Certified.
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Raul Barrera Skills

Leadership Salesforce Lightning Mac Os X Server Windows Server Public Speaking Sharepoint Foreign Currency Bilingual English/spanish Fiduciary Services Trust Office 365 Event Planning Business Development Mac/pc Finance Wealth Management Microsoft Office Notary Public Supervisory Skills Customer Service Private Banking Retail Banking Salesforce Crm Trust Services

Raul Barrera Education Details

  • Aba Wealth And Trust School
    Aba Wealth And Trust School
    Trust & Fiduciary Services
  • Golden Gate University
    Golden Gate University
    Business - Psychology Concentration
  • Cañada College
    Cañada College
    Psychology

Frequently Asked Questions about Raul Barrera

What company does Raul Barrera work for?

Raul Barrera works for Fremont Bank

What is Raul Barrera's role at the current company?

Raul Barrera's current role is Trust & Fiduciary - Private Wealth.

What is Raul Barrera's email address?

Raul Barrera's email address is rb****@****ate.com

What schools did Raul Barrera attend?

Raul Barrera attended Aba Wealth And Trust School, Golden Gate University, Cañada College.

What skills is Raul Barrera known for?

Raul Barrera has skills like Leadership, Salesforce Lightning, Mac Os X Server, Windows Server, Public Speaking, Sharepoint, Foreign Currency, Bilingual English/spanish, Fiduciary Services, Trust, Office 365, Event Planning.

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