Andres Mercado Email & Phone Number | A proactive, experienced, and Certified Lean Six Sigma Green Belt Senior Investment Associate, with over 10 years of experience in Project Management and Process Improvement processes. Skilled accounting functions, evaluating market trends, examining financial risk, data management, conducting financial reconciliations, handling equity and fixed income settlements, and supporting broker-dealer funding. Proficient in MS Office Suite and Bloomberg. Bilingual English and Spanish.

Andres Mercado

A proactive, experienced, and Certified Lean Six Sigma Green Belt Senior Investment Associate, with...
Boca Raton, Florida, United States

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Andres Mercado’s Location Boca Raton, Florida, United States

Andres Mercado’s Current Industry Polen Capital

Andres Mercado’s Prior Industry Pinebridge Investments | Wells Fargo | Citi | Quantum Servicing A Clayton Holdings | Citigroup

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Senior Investment Operations Associate

2022-10-01 00:00:00 - Present

Middle Office Investment Associate

2022-02-01 00:00:00 - 2022-09-01 00:00:00

Capital Markets Operations Analyst - Global Securities

2017-05-01 00:00:00 - 2022-02-01 00:00:00

Securities Processing Analyst (Equities and Fixed Income) – International Settlements

2011-02-01 00:00:00 - 2017-05-01 00:00:00

Debt Collector

2010-10-01 00:00:00 - 2011-02-01 00:00:00

Operations Analyst (Summer Intern)

2010-06-01 00:00:00 - 2010-08-01 00:00:00

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Andres Mercado is a A proactive, experienced, and Certified Lean Six Sigma Green Belt Senior Investment Associate, with over 10 years of experience in Project Management and Process Improvement processes. Skilled accounting functions, evaluating market trends, examining financial risk, data management, conducting financial reconciliations, handling equity and fixed income settlements, and supporting broker-dealer funding. Proficient in MS Office Suite and Bloomberg. Bilingual English and Spanish.

Andres Mercado has prior
experience in the following industries:
Pinebridge Investments | Wells Fargo | Citi | Quantum Servicing A Clayton Holdings | Citigroup

Andres Mercado has the following professional experience:
Polen Capital | Pinebridge Investments | Wells Fargo | Citi | Quantum Servicing A Clayton Holdings | Citigroup