Jerry G. Maldonado

Provide member-facing support by greeting members, packing orders, assisting with loading items into carts or vehicles, maintaining a clean and safe front end area, and running for supplies.

• Business owner of consulting company.

• Coordinate and design joint-use pole attachments, ensuring compliance with GO-95/NESC standards and utility pole owner regulations. Collaborate with the Engineering Team to deliver accurate and timely work, including field inspections and data gathering. Perform structural loading calculations according to GO-95/NESC and pole owner protocols. Supervise and train various teams. O-Calc Pro certified. Extensive experience in wind loading using O-Calc Pro.

• Help clients envision a superior financial future and build towards that future. Specialize in retirement, insurance and tax off-set strategies for professionals and small business owners. Focus on helping clients identify their definitions of legacy and financial security while implementing innovative strategies to help make those financial goals a reality. Licensed in multiple states.

• Concentrated on helping people by listening to their financial and retirement objectives, helping them manage their risks and then creating strategies with the goal to help deliver results. Mission was to provide objective planning and help clients build strategies towards an enjoyable, comfortable retirement.

• Closer/Funder III: Preparing and Reviewing loan closing packages and paperwork. Treasury Analyst I: Confidential/Security level Wire communication for Wholesale, National Accounts, and Retail lines of credit and Investors funds in excess of $4 Billion. Supervision of wire operations and associates, Daily Journal reports including General Ledger, Wire Conformation, Compliance, Fixed Assets & Cash Management.

• Supervised 40 to 50 employees while handling Customer Service, budgeting and sales performance to assure bottom line profit. Major responsibility included product knowledge and placement for best sales as well as staffing and budget forecasting. Selected into Entry Level Management Training (1999), Career Advancement Program (2001), Member HMG (Hispanic Mentors Group) (2001).
• Collaborated with cross-functional teams to streamline supply chain operations and reduce delays.
• Coordinated data entry and updates in inventory management systems for accurate tracking.
• Led initiatives to improve accuracy of stock counts, reducing discrepancies significantly.

• Assist Officers with File Preparation for Formal Adjudication, Access to Confidential Information, and Requesting Files from Federal Agencies.