Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Noe Ibarra Perez

Pacoima,USA

Summary

Detail-oriented and versatile professional with experience in auto insurance claims adjusting, financial advising, and construction and agricultural operations. Skilled in liability analysis, regulatory compliance, and client-focused solutions across diverse industries. Known for balancing analytical precision with entrepreneurial innovation in both finance and agriculture. Bilingual in English and Spanish, with strong communication, leadership, and adaptability in team or independent environments. Dedicated to continuous growth and trusted for sound decision-making that drives organizational and client success.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Claims Adjuster

Aspire General Insurance
01.2025 - Current
  • Guided clients through the claims process with professionalism and empathy, ensuring timely resolutions.
  • Evaluated liability by applying California Vehicle Codes and insurance regulations.
  • Mediated disputes between parties and negotiated fair outcomes.
  • Supported SIU reviews, Worksheet A/B analysis, and regulatory documentation.

Financial Advisor

Equitable Advisors
05.2022 - 11.2024
  • Advised clients on retirement planning, insurance strategies, and wealth management tailored to individual goals.
  • Built and maintained a bilingual client base, ensuring accessible financial guidance to both English and Spanish speakers.
  • Developed customized financial plans, incorporating risk tolerance, investment goals, and long-term objectives.
  • Strengthened client trust through consistent communication, transparency, education, hospitality, and compliance with FINRA and state regulations.
  • Collaborated with senior partners and team members to improve client acquisition and retention strategies.

Supervisor

C. Ibarra Construction
06.2016 - Current
  • Directed daily construction operations, ensuring compliance with safety and building regulations.
  • Managed crews, schedules, and resources to complete projects on time and within budget.
  • Coordinated with clients, subcontractors, and inspectors to maintain smooth workflows.
  • Improved efficiency through strategic planning and hands-on leadership.

Education

Bachelor of Science - Management and Business Economics

UC Merced
Merced, CA
05.2022

Associate of Science - Business

Merced College
Merced, CA
06.2020

Skills

  • Team player
  • Decision making
  • Product knowledge
  • Compliance
  • Client Solutions Advisory
  • Excellent Communication
  • Active Listening
  • Hospitality & Customer service
  • Data Analysis

Certification

  • CA Life and Health Insurance License
  • SIE
  • Series 6
  • Series 63

Languages

English - Native Language
Spanish - Native Language

Timeline

Claims Adjuster

Aspire General Insurance
01.2025 - Current

Financial Advisor

Equitable Advisors
05.2022 - 11.2024

Supervisor

C. Ibarra Construction
06.2016 - Current

Associate of Science - Business

Merced College

Bachelor of Science - Management and Business Economics

UC Merced

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