Alejandro Caceres
Masttro Platform Super Administrator @Andbanc Brokerage Llc
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WORK HISTORY
Masttro Platform Super Administrator @Andbanc Brokerage Llc
Miami, FL, US
Multicustodial feed analysis, firm wide portfolio risk mitigation, troubleshooting, client onboarding process integration into the masttro platform among other tasks
EDUCATION
Coral Gables Senior High School
High School Diploma
Colegio Las Colinas - Barquisimeto, Venezuela
Partial High School Studies
Florida International University
Finance, Finance
ABOUT ALEJANDRO CACERES
Fostering compliance and risk analysis metrics at ANDBANC Wealth Management, my main role, among many others is exploring anti-money laundering analysis and account reviews, leveraging my attention to detail and customer relationship management skills. With a FINRA General Securities Representative certification, this ensures adherence to regulatory standards and the cultivation of enduring client trust while also holding the Series 24 enhancing my studies in the field of client acceptance and account monitoring.As a seasoned professional with a demonstrated track record in the financial services industry, my expertise extends to advanced trading platforms like Pershing LLC\'s NETX360 and client portfolio analysis with Addepar.and Masttro. My current role is preceded by experiences in the financial services field, where advanced operational skills in market orders and client onboarding were sharpened.
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