M. Landeros

Background

About M. Landeros

Marcos Landeros has decided to challenge himself in the Medical Field. Working in Credentialing and Compliance, he is proud to be a part of the wonderful Organization that helps the underserved population. The value he’s added to clients over the years, through many financial market and economic cycles, and has overcome various life events that have defined him as being the best. Marcos began his career in with Morgan Stanley Dean Witter, ultimately becoming a part in Management in 2005. After Morgan Stanley, Marcos moved on and became a Operations Specialist and Registered Associate Partner with Bear Stearns & Co, where he excelled in strengthening Production and ensuring money managing with Colleagues with over 900 Million AUM. Mr. Landeros moved to UBS Financial Services Inc, after the JPMorgan acquisition of Bear Stearns in 2008. Prior to taking his current position, Mr. Landeros also served as a Client Service Specialist at UBS and JPMorgan Chase Bank. Marcos supports a number of community organizations including Volunteering at his sons schools and Saint Rose Catholic Church. Marcos is ambitious and get things done. Compliance Health plan Audits HRSA Audits. FTCA recertification Quality Assurance/Quality Improvement Risk Management Credential verifications Human Resources Grievances and Resolutions Licensing Monthly Utilization Tracking Series 7 Series 66 Life and Health. NMLS Insurance Policies/Products Bloomberg Equity and Options specialist Alternative Investments Mutual Funds Financial Goal Analysis High Net Worth Investment Strategies Financial Concerns Municipal Bonds Investment Portfolios Net worth clients client portfolios fee-based