Agustin Alfaro

Financial Services

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Contact Information

Last Update
Jun 25, 2022
Email
aa**@waddell.com
Location
Sacramento, CA
Company

Workplace

FolioDynamix
Overlay Manager I

Secaucus, NJ

Industry

Financial Services

Work History

Overlay Manager I

1 Harmon Plz, Secaucus, NJ 07094
- Automation and process driven results for client deliverables. - Develop variance conscious cash management and trade executions audits for live market performance reports. - Spearhe...
Oct 2013 — Oct 2015

Financial Advisor

6300 Lamar Ave, Mission, KS 66202
Identified client needs and objectives- constructed financial planning process. Performing continuous prospecting to maintain a solid book of business and focused on retirement planning, ed...
Jul 2011 — Jan 2013

Operations Management Trainee

1001 Fannin St, Houston, TX 77002
Determining effectiveness of route efficiency and logistical improvements. Excel- Detailed reporting on trends based on yearly cycles, product offerings and client needs. Presentations of...
Apr 2011 — Jun 2011

Operations Improvements Manager Trainee

1001 Fannin St, Houston, TX 77002
Feb 2011 — May 2011

Supervisor

1 Shields Ave, Davis, CA 95616
Responsible for the overall daily operations of a city and campus transit system. Provide general supervision and dispatching of a fleet of 50 buses, with 40 in service at any given time. ...
Mar 2009 — Oct 2010

Route Trainer

1 Shields Ave, Davis, CA 95616
Finalized the training of new Transit Drivers. Conducted driving refreshers for current Drivers. Assisted 2008-09 Route Trainer Manager with classroom training, as well trained new Route ...
Mar 2008 — Oct 2010

Driver

1 Shields Ave, Davis, CA 95616
Responsible for the safe operation of commercial passenger vehicles in a service-intensive public transit system. Certified in driving full-size CNG/diesel buses, as well as vintage London...
Mar 2007 — Oct 2010

Occupations

Executive
Manager
Artist
Model
Security
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Apprentice
Advisor
Recognition
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Student Worker

Skills

Leadership
Powerpoint
Financial Planning
Logistics
Financial Modeling
Forecasting
Business Development
Communication
Negotiation
Team Leadership
Strategy
Statistical Data Analysis
Sales Management
Outlook
Equity Research
Business Planning
Microsoft Office
Strategic Financial Planning
Microsoft Word
Operations Management
Microsoft Excel
Transportation
Supervisory Skills
Marketing
Risk Management
Training
Time Management
Customer Service
Financial Analysis
Statistical Data
Pay Close Attention To Detail
Strategic Financial
Conflict Resolution
Analysis
Access

FAQs about Agustin Alfaro

What is the main profession of Agustin Alfaro?

Agustin Alfaro is a Financial Services.

What jobs is Agustin Alfaro a professional at?

Agustin Alfaro is proficient at such jobs as Executive and Manager.

Where does Agustin Alfaro live?

Sacramento, California is the place where Agustin Alfaro lives

Does Agustin have the email address?

aa**@waddell.com is The expert's email address.

Where did Agustin Alfaro work?

This person worked at Foliodynamix, Waddell & Reed.

Where has Agustin Alfaro studied?

Agustin studied at the University of California, Davis to 2014.

What are the certifications of Agustin Alfaro?

This expert received the following certifications: Insurance- Accident and Health, Series 66, and Series 7.

What languages does Agustin Alfaro speak?

Agustin Alfaro speaks English and Spanish.
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