Andres I. Duplat

Brokerage Operations Specialist at Wealthfront

Andres I. Duplat has a diverse work experience spanning various industries. Andres I. started their career as a Principal at Got Math, where they provided quality instruction to students and analyzed their difficulties to help improve their academic success. Andres I. then worked as an Evaluation Specialist at Florida International University - College of Business, conducting analysis and creating financial models for targeted companies.

After that, Andres worked as an Assistant Project Manager at Alpi Construction LLC, where they assembled budgets for real estate development projects and maintained relationships on behalf of the company. Andres I. then moved on to BrickO Real Estate Development as a Junior Project Manager, where they reformatted accounting codes, assembled budgets, and managed multiple projects.

Andres also has experience in the financial industry, having worked as a Data Quality Business Analyst and a Custody Security Operations Analyst at Itaú USA. In these roles, they ensured the quality control of client data, implemented e-signature capabilities, processed transactions, and reconciled positions with custodians.

Additionally, Andres worked as a Business Analyst at a business consulting services company, where they assessed business needs, developed reports, and performed competitive analysis. Most recently, they held the position of Investment Risk Analyst at Amundi US.

Currently, Andres is working as a Brokerage Operations Specialist at Wealthfront, where they utilize their reconciliation and accounting skills to analyze and interpret data, develop procedures, and process incoming corporate actions information.

Overall, Andres I. Duplat has a strong background in data analysis, project management, financial analysis, and consulting, making him a versatile and experienced professional.

Andres I. Duplat graduated from Florida International University in 2014 with a Bachelor of Business Administration, majoring in Finance. Prior to that, they attended Broward College from 2008 to 2011, where they obtained an Associate of Arts (A.A.) degree with a focus on Finance, General. In terms of additional certifications, they obtained a Serie 7 certification from FINRA in August 2020. In November 2019, they acquired certifications in Excel 2010: Macros, Agile Requirements Foundations, Become a Business Analyst, Business Analysis Foundations, Business Analysis Foundations: Business Process Modeling, Business Analysis Foundations: Competencies, Business Analysis: Business Benefits Realization, Business Analyst and Project Manager Collaboration, Business Analytics: Data Reduction Techniques Using Excel and R, Business Analytics: Prescriptive Analytics, Cert Prep: PMI Agile Certified Practitioner (PMI-ACP), Communication Foundations (2013), Communication within Teams, Creating Interactive Dashboards in Excel 2013, Data Science Foundations: Fundamentals, Excel 2013: Managing and Analyzing Data, Excel Essential Training (Office 365), Excel Quick Tips, and Excel VBA: Managing Files and Data, all obtained from LinkedIn.

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Timeline

  • Brokerage Operations Specialist

    April, 2020 - present