Orlando Barrios
About Orlando Barrios
Orlando Barrios is a Broker Trainee at Ally in Charlotte, North Carolina. He has a background in finance and financial management services, with experience in various roles including financial representative and project manager.
Current Position at Ally
Orlando Barrios is currently serving as a Broker Trainee at Ally. He has been in this role since 2020, providing client support by resolving complex customer trading issues. His work involves interacting with clients through multiple communication channels, including phone, email, and live chats. This position is based in Charlotte, North Carolina, where he continues to develop his expertise in financial trading and client relations.
Previous Experience at Western & Southern Financial Group
Orlando Barrios worked as a Registered Representative at the Western & Southern Financial Group from 2019 to 2020. This role, based in the Charlotte, North Carolina Area, allowed him to offer financial and insurance services to clients. During his time there, he gained significant experience in financial advising and customer relations.
Experience at Western & Southern Life
Orlando Barrios served as a Financial Representative at Western & Southern Life from 2019 to 2020. In this role, he worked in both the Charlotte, North Carolina Area and broader regions of the United States. His responsibilities included helping clients build solid financial foundations and increasing their financial literacy, reflecting his passion for financial education.
Background in Project Management
Prior to his roles in finance, Orlando Barrios worked as a Project Manager from 2010 to 2014. During these four years, he operated as a self-employed professional in the United States. This experience provided him with valuable project management skills that have been beneficial in his subsequent finance-related positions.
Educational Background in Finance
Orlando Barrios holds a Bachelor of Arts in Finance and Financial Management Services from Bethany College, where he studied from 2014 to 2019. His education laid the groundwork for his career in financial services, equipping him with the necessary skills and knowledge. Additionally, he completed his high school education at Northwest Cabarrus High School from 2010 to 2014.