Mirador, Inc.
Carlos Chacua has a diverse work experience in various industries. Carlos worked as a Financial Analyst at Mirador, LLC starting in April 2022. In this role, they provided data aggregation and performance reporting for ultra-high net worth individuals or families. Carlos 'sresponsibilities included collecting, entering, and maintaining data, as well as tracking financial performance against the strategic plan.
Prior to that, Carlos worked as an Associate at Equinox starting in September 2021. Carlos 'sresponsibilities included assisting members with fitness questions and suggestions, maintaining exercise equipment, and greeting and signing in members.
From May 2021 to October 2021, Carlos worked as a Life Insurance Agent at Zuzick & Associates. In this role, they helped clients protect their loved ones from preventable financial distress by providing affordable, top-tier life insurance coverage. Carlos also built strong client relationships.
Carlos' work experience also includes a role as a Crew Member at In and Out Remodeling from August 2018 to August 2019. Carlos 'sresponsibilities in this role included managing finances using Excel and QuickBooks, monitoring and recording warehouse inventory, and being trained in tools and equipment.
Overall, Carlos has demonstrated their ability to work in finance, customer service, and sales roles throughout their career.
Carlos Chacua's education history begins in 2013 when they attended Brien McMahon High School. Carlos completed their high school education there but did not obtain a specific degree or field of study.
After graduating from high school, Carlos went on to pursue a Bachelor's Degree in Accounting and Business/Management at Post University. Carlos attended Post University from 2017 to 2021, completing their bachelor's degree in the mentioned field.
In addition to their formal education, Carlos obtained a certification as an Insurance Consultant, specializing in Life insurance. Carlos received this certification from the State of Connecticut in June 2021.
This person is not in any offices
Mirador, Inc.
1 followers
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science with deep financial expertise to provide best-of-breed services to those who serve significant wealth; Single Family Offices, Wealth Managers and RIAs, Endowments and Foundations. Our services include: Consolidated Financial Reporting – We operate industry-leading 3rd party systems to aggregate and report on family assets, no matter where they are custodied. Award-winning reporting service that identifies opportunities and exposes risks across all asset classes – liquid securities, alternative investments, hard assets and collectibles. Expert Services - We counsel wealth advisors on their specific technology needs before designing, sourcing and implementing a custom solution. Unlike many providers who leave, we will stay and act as oCTO if desired (operating and maintaining your system) allowing advisors to focus on value creation. Middle Office Services - We support existing client teams in the important but often time-consuming middle office tasks vital to a smooth Adviser operation. Whether direct client advocate support or in combination with our technology stack, clients select and pay for only what they need. Advisor-Client Portal - Our award-winning Gateway portal allows advisors and clients to connect securely to share timely information and build lasting relationships. With a personalized dashboard and standard-setting features, Gateway extends the digital environment to create a seamless and secure client experience. www.miradorgateway.com With offices in Stamford, CT (HQ), Chicago, IL, San Diego, CA, Jacksonville, FL, Salt Lake City, UT, Dublin, Ireland and Edinburgh, Scotland, we serve clients throughout the world. We encourage you to visit our website: www.mirador.com; follow us on Twitter: www.twitter.com/miradorinc; follow us on Instagram: www.instagram.com/miradorinc; and like us on Facebook: www.facebook.com/MiradorInc/
Employees
51-200