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| <title>Robert Torres · Credentials</title> | |
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| </head> | |
| <body> | |
| <div class="wrap"> | |
| <header> | |
| <div class="kicker">Credentials</div> | |
| <h1>Robert Torres</h1> | |
| <p class="lede">15+ years in wealth management operations and alternatives at E*TRADE, Charles Schwab, and Merrill Lynch, | |
| now building automation for the data behind them. These credentials cover cloud and AI, data and analytics, | |
| tax, HR and benefits platforms, and CRM.</p> | |
| <div class="links"> | |
| <a href="https://www.linkedin.com/in/robert-torres-394535381/details/certifications/" target="_blank" rel="noopener">LinkedIn ↗</a> | |
| <a href="https://github.com/RTorres1980" target="_blank" rel="noopener">GitHub ↗</a> | |
| <a href="https://huggingface.co/Torres1980" target="_blank" rel="noopener">Hugging Face projects ↗</a> | |
| </div> | |
| <div class="stats" id="stats"></div> | |
| </header> | |
| <section> | |
| <h2>Featured</h2> | |
| <p class="sub">Most relevant to wealth-tech, data, and AI roles.</p> | |
| <div class="featured" id="featured"></div> | |
| </section> | |
| <div id="groups"></div> | |
| <section> | |
| <details> | |
| <summary>Other professional certificates</summary> | |
| <div class="group" id="other"></div> | |
| </details> | |
| </section> | |
| <p class="note">Exam-based certifications are proctored vendor exams. Professional certificates are completed | |
| multi-course programs. Each "Verify" link opens the issuer's record. Listed from LinkedIn; current as of October 2026.</p> | |
| <footer> | |
| Projects: <a href="https://huggingface.co/spaces/Torres1980/alts-data-integrity" target="_blank" rel="noopener">Alternatives Data Integrity</a> · | |
| <a href="https://huggingface.co/Torres1980/alts-transaction-classifier" target="_blank" rel="noopener">Alts Transaction Classifier</a> · | |
| <a href="https://huggingface.co/spaces/Torres1980/partner-outreach-agent" target="_blank" rel="noopener">Partner Outreach Agent</a> | |
| </footer> | |
| </div> | |
| <script> | |
| // type: "exam" (proctored certification exam) | "cert" (professional certificate / multi-course program) | "badge" (vendor training credential) | |
| const C = [ | |
| // Cloud & AI (exam-based) | |
| { g: "ai", n: "OCI Certified Generative AI Professional", i: "Oracle", d: "Sep 2025", t: "exam", f: 1, u: "https://catalog-education.oracle.com/pls/certview/sharebadge?id=C3A6A05D11D446A656DF63FD78A62AE4AB07526E5D755781B9DDA68FA4D30D20" }, | |
| { g: "ai", n: "OCI Certified AI Foundations Associate", i: "Oracle", d: "Sep 2025", t: "exam", f: 1, u: "https://www.credly.com/users/robert-torres.6f40af95" }, | |
| { g: "ai", n: "Autonomous Database Cloud Certified Professional", i: "Oracle", d: "Oct 2025", t: "exam", f: 1, u: "https://catalog-education.oracle.com/pls/certview/sharebadge?id=CD87E135A77FACB59453D827EC82B80822562484F4843142EC9899CE3A87E394" }, | |
| { g: "ai", n: "Microsoft Certified: Azure Fundamentals", i: "Microsoft", d: "Mar 2025", t: "exam", f: 1, u: "https://learn.microsoft.com/api/credentials/share/en-us/RobertTorres-7257/57DF5FC938651D6C" }, | |
| { g: "ai", n: "Generative AI Engineering", i: "IBM", t: "cert", f: 1, u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/XXGMPGVF1ZAV" }, | |
| { g: "ai", n: "Oracle Cloud and AI", i: "Oracle", t: "cert", u: "https://www.coursera.org/account/accomplishments/specialization/certificate/QNUUC7ZYZ03G" }, | |
| { g: "ai", n: "Oracle APEX: Foundations", i: "Oracle", d: "Aug 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/TNQS8HR7VNOH" }, | |
| // Data & analytics | |
| { g: "data", n: "Data Science Professional Certificate", i: "IBM", t: "cert", f: 1, u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/YFKU34FF3E7B" }, | |
| { g: "data", n: "Data Engineering Professional Certificate", i: "IBM", t: "cert", f: 1, u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/9TA9WCGLKU29" }, | |
| { g: "data", n: "Advanced Data Analytics", i: "Google", t: "cert", f: 1, u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/H97SAWO0S7J8" }, | |
| { g: "data", n: "Data Analytics", i: "Google", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/3KCL43W4H596" }, | |
| { g: "data", n: "Data Analyst Professional Certificate", i: "IBM", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/98IZVLO0FBK3" }, | |
| { g: "data", n: "Business Intelligence (BI) Analyst", i: "IBM", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/B2TF9RFQT1LR" }, | |
| { g: "data", n: "Business Intelligence Analyst", i: "Tableau", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/Y1EIDBBECRQI" }, | |
| { g: "data", n: "Data Analysis and Visualization with Power BI", i: "Microsoft", d: "Sep 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/R6YL4DXMQV4P" }, | |
| { g: "data", n: "Data Modeling in Power BI", i: "Microsoft", d: "Sep 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/KJD24T09YPH9" }, | |
| // Tax, accounting & equity compensation | |
| { g: "tax", n: "VITA/TCE Basic Certification", i: "Internal Revenue Service", d: "May 2026", t: "exam", f: 1 }, | |
| { g: "tax", n: "Equity Compensation Tax Exam", i: "Intuit Academy", d: "Mar 2026", t: "exam", f: 1, u: "https://www.credly.com/badges/095fd911-936f-462b-a127-310c880092d3/linked_in_profile" }, | |
| { g: "tax", n: "Tax Exam, Level 1", i: "Intuit Academy", d: "Mar 2026", t: "exam", u: "https://www.credly.com/badges/f35e4f80-0e10-4a7c-95fb-753db243509f/linked_in_profile" }, | |
| { g: "tax", n: "Cryptocurrency Tax Exam", i: "Intuit Academy", d: "May 2026", t: "exam", u: "https://www.credly.com/badges/d6d4bf9e-5441-4b0f-9f08-d1cb497ca96c/linked_in_profile" }, | |
| { g: "tax", n: "Intuit Bookkeeping Certification", i: "Intuit", d: "Mar 2026", t: "exam", u: "https://www.credly.com/badges/9fcd091a-4454-46d7-befb-a81cfbac74f7/linked_in_profile" }, | |
| { g: "tax", n: "QuickBooks Solution Selling: Product", i: "Intuit", d: "Mar 2026", t: "badge", u: "https://www.credly.com/badges/03c754d8-b991-4677-8f33-b5de204cfb82/linked_in_profile" }, | |
| { g: "tax", n: "QuickBooks Solution Selling: Sales", i: "Intuit", d: "Mar 2026", t: "badge", u: "https://www.credly.com/badges/6cca8b3f-ec93-4663-bb45-08f22c6f967d/linked_in_profile" }, | |
| // HR, payroll & benefits | |
| { g: "hr", n: "Benefits: Implementing Plans", i: "isolved", d: "Oct 2026", t: "badge" }, | |
| { g: "hr", n: "Payroll (Customer)", i: "isolved", d: "Oct 2026", t: "badge" }, | |
| { g: "hr", n: "Daily Administration for the Administrator User", i: "isolved", d: "Jul 2026", t: "badge" }, | |
| { g: "hr", n: "Benefits Intro", i: "isolved", d: "Sep 2026", t: "badge" }, | |
| { g: "hr", n: "Certification Journey: Onboarding", i: "isolved", d: "Sep 2026", t: "badge" }, | |
| { g: "hr", n: "Fundamentals of Benefit Strategies", i: "ADP", d: "Sep 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/AF9Q1VMQO84I" }, | |
| { g: "hr", n: "Compensation: Job Evaluations & Pay Structures", i: "ADP", d: "Aug 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/GZG3FE1BU8IX" }, | |
| { g: "hr", n: "Fundamentals of Compensation Strategies", i: "ADP", d: "Aug 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/RZRI8P280YPJ" }, | |
| { g: "hr", n: "Essential Skills for Comp & Benefits Professionals", i: "ADP", d: "Aug 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/XTV77L24UJNB" }, | |
| { g: "hr", n: "Total Rewards & the Role of Compensation & Benefits", i: "ADP", d: "Aug 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/records/CV1Y3ZWD6GPW" }, | |
| { g: "hr", n: "Workday Basics Series", i: "Workday", d: "Sep 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/verify/5FEF6FPEXPVE" }, | |
| // CRM, revenue operations & marketing | |
| { g: "crm", n: "Salesforce Sales Operations", i: "Salesforce · Pathstream", d: "Jun 2025", t: "cert", u: "https://www.coursera.org/account/accomplishments/specialization/7EM7WSG8SJY7" }, | |
| { g: "crm", n: "Salesforce Sales Development Representative", i: "Salesforce", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/QDH0C0YLYUDC" }, | |
| { g: "crm", n: "Salesforce Administration", i: "LearnKartS", t: "cert", u: "https://www.coursera.org/account/accomplishments/specialization/certificate/7UWPE7YTLDSP" }, | |
| { g: "crm", n: "HubSpot Data Integrations Certified", i: "HubSpot Academy", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/8myjrgq8/en/1/robert-torres/hubspot-data-integrations-certified" }, | |
| { g: "crm", n: "HubSpot Reporting Certified", i: "HubSpot Academy", d: "Jul 2026", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/xcggq3wl/en/1/robert-torres/hubspot-reporting-certified" }, | |
| { g: "crm", n: "Service Hub Software Certified", i: "HubSpot Academy", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/88xtjw6v/en/1/robert-torres/service-hub-software-certified" }, | |
| { g: "crm", n: "Inbound Sales Certified", i: "HubSpot Academy", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/r2r4gh0j/en/1/robert-torres/inbound-sales-certified" }, | |
| { g: "crm", n: "Inbound Marketing Certification", i: "HubSpot Academy", d: "Jun 2025", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/hjxgvpx6/en/1/robert-torres/inbound" }, | |
| { g: "crm", n: "Email Marketing Certified", i: "HubSpot Academy", t: "badge", u: "https://app-na2.hubspot.com/academy/achievements/989p8r1n/en/1/robert-torres/email-marketing-certified" }, | |
| { g: "crm", n: "Search Engine Optimization (SEO)", i: "UC Davis", t: "cert", u: "https://www.coursera.org/account/accomplishments/specialization/certificate/194GXY2RR1E9" }, | |
| { g: "crm", n: "SMS Marketing", i: "Intuit Mailchimp", d: "Aug 2026", t: "badge", u: "https://www.mailchimpacademy.com/student/award/maUrTWYL5W1aDWCQzyKBQW63" }, | |
| { g: "crm", n: "Mailchimp Foundations", i: "Intuit Mailchimp", d: "Aug 2026", t: "badge" }, | |
| // Technology foundations | |
| { g: "tech", n: "Advanced Network Security", i: "LearnQuest", t: "cert", u: "https://www.coursera.org/account/accomplishments/specialization/certificate/Y8G97FC6S9S7" }, | |
| { g: "tech", n: "IT Support Technician", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/c8fe2539-f14f-4fc7-b217-58016115fede/linked_in_profile" }, | |
| { g: "tech", n: "Artificial Intelligence Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/857a6d2c-d002-4175-b8bc-7eda448515cf/linked_in_profile" }, | |
| { g: "tech", n: "Data Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/9e0ccd5a-4f41-409c-8a1c-255c016b28a8/linked_in_profile" }, | |
| { g: "tech", n: "Cloud Computing Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/045a6eb5-7e19-455c-9bf1-28056b78f524/linked_in_profile" }, | |
| { g: "tech", n: "Cybersecurity Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/0537d888-0c57-489a-8b53-7ccd7255173e/linked_in_profile" }, | |
| { g: "tech", n: "Information Technology Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/edb1d996-a901-4d9f-bdd3-63dd3aa8a1d3/linked_in_profile" }, | |
| { g: "tech", n: "Project Management Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/46b57e62-6f5d-42c8-9fd8-0b734f9ff405/linked_in_profile" }, | |
| { g: "tech", n: "User Experience Design Fundamentals", i: "IBM SkillsBuild", d: "May 2025", t: "badge", u: "https://www.credly.com/badges/fe0794f0-37cb-44bb-b82d-4de61546340d/linked_in_profile" }, | |
| // Other | |
| { g: "other", n: "Medical Biller Professional Certificate", i: "AAPC", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/B3DGVAIEODOV" }, | |
| { g: "other", n: "Medical Office Manager Professional Certificate", i: "Johns Hopkins University", t: "cert", u: "https://www.coursera.org/account/accomplishments/professional-cert/certificate/UNCGQWPQLYRM" }, | |
| ]; | |
| const IN_PROGRESS = [{ n: "Qualified 401(k) Administrator (QKA)", i: "ASPPA", label: "In progress" }]; | |
| const GROUPS = [ | |
| ["ai", "Cloud & AI", "Oracle Cloud Infrastructure, Azure, and generative AI engineering."], | |
| ["data", "Data & Analytics", "Data science, engineering, BI, and visualization."], | |
| ["tax", "Tax, Accounting & Equity Compensation", "IRS volunteer certification and Intuit Academy exams."], | |
| ["hr", "HR, Payroll & Benefits Platforms", "isolved, ADP, and Workday: the HCM side of total rewards."], | |
| ["crm", "CRM, Revenue Operations & Marketing", "Salesforce, HubSpot, and Mailchimp."], | |
| ["tech", "Technology Foundations", "Security, IT, cloud, and project management fundamentals."], | |
| ]; | |
| const TYPE = { exam: "Exam-based", cert: "Professional certificate", badge: "Training credential" }; | |
| const esc = (s) => String(s).replace(/[&<>"]/g, (c) => ({ "&": "&", "<": "<", ">": ">", '"': """ }[c])); | |
| const verify = (c) => c.u ? `<a class="verify" href="${esc(c.u)}" target="_blank" rel="noopener">Verify ↗</a>` : ""; | |
| const main = C.filter((c) => c.g !== "other"); | |
| document.getElementById("stats").innerHTML = [ | |
| [main.length, "active credentials"], | |
| [main.filter((c) => c.t === "exam").length, "exam-based certifications"], | |
| [new Set(main.map((c) => c.i.split(" ·")[0].replace(/ (Academy|SkillsBuild)$/, ""))).size, "issuing organizations"], | |
| ].map(([v, k]) => `<div class="stat"><b>${v}</b><span>${k}</span></div>`).join(""); | |
| document.getElementById("featured").innerHTML = | |
| C.filter((c) => c.f).map((c) => `<div class="card"><div class="issuer">${esc(c.i)}</div><div class="name">${esc(c.n)}</div> | |
| <div class="meta"><span class="tag">${TYPE[c.t]}</span><span>${c.d ? esc(c.d) : ""}${c.d && c.u ? " · " : ""}${verify(c)}</span></div></div>`).join("") + | |
| IN_PROGRESS.map((c) => `<div class="card inprog"><div class="issuer">${esc(c.i)}</div><div class="name">${esc(c.n)}</div> | |
| <div class="meta"><span class="tag">${c.label}</span><span></span></div></div>`).join(""); | |
| const row = (c) => `<div class="row"><div><div class="name">${esc(c.n)}</div><div class="issuer">${esc(c.i)} · ${TYPE[c.t]}</div></div> | |
| <div class="right">${c.d ? esc(c.d) : ""}${c.d && c.u ? " · " : ""}${verify(c)}</div></div>`; | |
| const order = { exam: 0, cert: 1, badge: 2 }; | |
| document.getElementById("groups").innerHTML = GROUPS.map(([k, title, sub]) => { | |
| const items = C.filter((c) => c.g === k).sort((a, b) => order[a.t] - order[b.t]); | |
| return `<section><h2>${title}</h2><p class="sub">${sub}</p><div class="group">${items.map(row).join("")}</div></section>`; | |
| }).join(""); | |
| document.getElementById("other").innerHTML = C.filter((c) => c.g === "other").map(row).join(""); | |
| </script> | |
| </body> | |
| </html> | |