Ivan Barretto
Founder and Managing Director
We found the following information about Ivan Barretto at The National Alliance For Insurance Education & Research, where this person has worked as a Director of Continuing Education since 2016. Ivan's total work experience is over 14 years, during which time this person had at least nine jobs at different places to develop professional skills. Ivan studied at the College of Charleston from 2004 to 2006. Ivan Barretto currently is located in Leander, Texas. You can contact with Ivan by searching for phone number or email address or get full info by requesting access to Ivan Barretto's further details.
Name variants:
Ivan Barretto
Last updated Oct 09, 2024
Contact Information
Last Update
Jul 7, 2022
Email
iv**@riacc.io, iv**@redoakcompliance.com, ib**@gmail.com
Location
Leander, TX
Workplace
Director of Continuing Education
Austin, TX
Industry
Insurance
Colleagues
Work History
Director of Continuing Education
3630 north Hills Dr, Austin, TX 78731
Aug 2016 — Jan 2018
Founder and Managing Director
2407 south Bagdad Rd, Leander, TX 78641
from Aug 2017
Director of Registered Investment Advisor Services
Generated new client relationships that resulted in over $700k in new revenue from 2013 to 2016 that grew the business an average of 30% per year. Designed and developed a pricing and market...
May 2015 — Jun 2016
Pricing Analyst Intern
3436 Rivers Ave, North Charleston, SC 29405
Created Resume and Contract History databases to improve the effectiveness and efficiency of the company’s resources during the contracting process. Reviewed and evaluated various local, sta...
Jan 2006 — Apr 2006
Distribution Coordinator and Virtual Photographer
500 south Sepulveda Blvd, Los Angeles, CA 90049
Developed distribution schedules and time tables on a monthly basis. Photographed various landscapes for Media Services’ clients for publication and for the development of virtual tours for ...
Jan 2004 — May 2004
Realtor
824 Johnnie Dodds Blvd, Mount Pleasant, SC 29464
Evaluated residential properties as purchase prospects for speculation. Negotiated final sale price, date of possession, and the appropriate lending institution for buyers.
Aug 2002 — Mar 2003
Vista Member
Co-authored the Individual Development Account Grant (IDA) that allowed participants to develop goal-centered savings account targeted for first-time homeownership. Collaborated with partici...
Apr 2001 — Apr 2002
Education
2004 — 2006
1996 — 2000
Occupations
Executive
Chief Executive Officer
Founder
Director
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Founding Member
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Securities
Investments
Asset Management
Analysis
Securities Regulation
Portfolio Management
Finra
Financial Analysis
Insurance
Hedge Funds
Investment Advisory
Customer Service
Microsoft Office
Financial Regulation
Alternative Investments
Regulatory Compliance
Training
Fraud
Auditing
Retirement
Compliance Management
Policy
Data Analysis
Sec Filings
Standards Compliance
Retirement Planning
Team Building
Government
Microsoft Excel
Microsoft Word
Outlook
Private Equity
Internal Controls
Financial Reporting
Financial Advisory
Fixed Annuities
Access
Powerpoint
Usa Patriot Act
Private Placements
Ofac
Risk Assessment