Andres Chavarriaga

Client Services Associate at NewEdge Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Series 99
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2015
    - Nov, 2024
  • Series 66
    FINRA
  • Series 7
    FINRA

Experience

  • NewEdge Wealth
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Services Associate
      • Jul 2022 - Present

  • Credicorp Capital
    • Peru
    • Financial Services
    • 700 & Above Employee
    • Operations Analyst
      • Feb 2021 - Jul 2022

  • Ultralat
    • United States
    • Financial Services
    • Operations Analyst
      • Apr 2018 - Oct 2021

  • VectorGlobal WMG
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Operations Associate
      • Dec 2013 - Apr 2018

      Daily Tasks include: -Wire Transfers -Account Transfers -Free Receives/Deliveries -Journals -Corporate Actions -Settlements (Euroclear, DTC, Fedwire) -Margin Calls (Fed/House) -Mutual Fund processing Previous Tasks: -Account Opening -Reviewing New Accounts -Account Information Updates -Corestone Account Processing/Maintenance (Debit Card) Daily Tasks include: -Wire Transfers -Account Transfers -Free Receives/Deliveries -Journals -Corporate Actions -Settlements (Euroclear, DTC, Fedwire) -Margin Calls (Fed/House) -Mutual Fund processing Previous Tasks: -Account Opening -Reviewing New Accounts -Account Information Updates -Corestone Account Processing/Maintenance (Debit Card)

Education

  • Miami Dade College
    Associate of Arts (A.A.), Business Administration, Management and Operations
    2010 - 2012
  • Florida International University
    Business Administration and Management, General
    2007 - 2009

Community

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