ANDRES LIBREROS
Medford
Summary
Results-driven financial professional with robust background in financial planning and analysis. Known for delivering actionable insights that drive business growth while maintaining collaborative team environment. Exceptional analytical and problem-solving skills, combined with strong focus on achieving measurable outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Planning Analyst, AVP
Citigroup Inc, Global Wealth at Work
08.2021 - Current
- Conduct comprehensive analysis on asset allocation, investment strategies, and cash flows for high-net-worth clients.
- Run detailed assessment of client's balance sheet. Examine and interpret financial statements, and asses clients overall financial health.
- Organize meetings with banking team to emphasize potential opportunities and forecast robust financial surplus in upcoming years.
- Determine adequacy of life insurance coverage through detailed analysis.
Client Relationship Consultant, Wealth Management
TIAA
02.2019 - 08.2021
- Supported five Wealth Advisors with target outreach strategies, scheduling planning meetings and taking clients through TIAA's Life's Goal's Analysis
- Provided guidance on retirement products and solutions, including general investment matters, service and sales
- Ran internal pipeline calls and highlighted key revenue growth opportunities and emphasized important business prospects to help achieve 100% of sales goals
- Collaborated with Wealth Advisors in generating sales with outreach strategy and client calls focusing primarily on advice implementation
Client Service Associate, LATAM
J.P. Morgan Private Bank
12.2016 - 02.2019
- Handled service transactions for relationships with ultra-high net worth clients requiring specialized banking solutions.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Actively participated in team meetings and initiatives focused on continuous improvement across various areas of the business.
- Collaborated with team of Private Client Bankers and Global Investment Specialists to identify liquidity opportunities in a client base with AUM of $3 Billion.
Relationship Banker, Small Business Specialist
JPMorgan Chase
05.2015 - 11.2016
- Developed tailored product and service strategies to match clients' financial profiles.
- Partnered with branch specialists such as Financial Advisors and Mortgage Lenders to deliver customized financial solutions for each client.
- Advanced to business banker role based on exceptional performance after 7 months.
- Educated incoming personal bankers on KYC and various deposit products.
Financial Services Agent
New York Life Insurance Co
01.2014 - 04.2015
- NYL Achiever Award - Recognized with award for outstanding initial sales performance.
- Reviewed client financial goals in insurance and retirement planning.
- Guided individuals in understanding retirement solutions.
- Coordinated educational seminars for academic and corporate staff.
Education
MS - Global Finance
FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS
New York, NY11.2024
BS - Applied Mathematics
THE CITY COLLEGE OF NEW YORK
New York, NY01.2014
Skills
- Strategic financial planning
- Relationship management
- Cash flow management
- Analytical thinking
- Sales
- Wealth management
Certification
- Series 7
- Series 66
- Life & Health Insurance
Languages
Spanish
Native or Bilingual
Timeline
Financial Planning Analyst, AVP
Citigroup Inc, Global Wealth at Work
08.2021 - Current
Client Relationship Consultant, Wealth Management
TIAA
02.2019 - 08.2021
Client Service Associate, LATAM
J.P. Morgan Private Bank
12.2016 - 02.2019
Relationship Banker, Small Business Specialist
JPMorgan Chase
05.2015 - 11.2016
Financial Services Agent
New York Life Insurance Co
01.2014 - 04.2015
BS - Applied Mathematics
THE CITY COLLEGE OF NEW YORK
MS - Global Finance
FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS
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