Gerardo  Herrera

Gerardo Herrera Email and Phone Number

Global Wealth Management @ UBS
Houston, TX, US
Gerardo Herrera's Location
Houston, Texas, United States, United States
About Gerardo Herrera

As an Investment Professional with certifications from FINRA and the Texas Department of Insurance, I provide strategic financial solutions across sectors. My expertise spans securities analysis, investment strategy, data-driven decision making, and client relations. I hold certifications in Securities Industry Essentials (SIE), General Securities Representative (Series 7), Broker-Dealer Agent (Series 63), Financial Advisor Rep (Series 66), and Life, Accident, and Health Insurance (LAH05).Previously, I served as Chief Marketing Officer and Senior Analyst at the SWOSU Student Investment Group, where I led marketing campaigns, conducted investment research, and contributed to scholarship initiatives for business students. I graduated with a B.B.A. in Business Administration and Management from Southwestern Oklahoma State University, where I earned recognition on the President’s and Dean’s Honor Roll and was named an All-America Scholar and GAC Elite Scholar Athlete.Passionate about data, finance, and marketing, I am committed to developing innovative financial solutions while leveraging my analytical and communication skills to drive success for clients.

Gerardo Herrera's Current Company Details
UBS

Ubs

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Global Wealth Management
Houston, TX, US
Website:
nyftyfitness.com
Employees:
28
Gerardo Herrera Work Experience Details
  • Ubs
    Global Wealth Management
    Ubs
    Houston, Tx, Us
  • Ubs
    Registered Client Associate
    Ubs Dec 2024 - Present
    Zurich, Ch
    Wealth Management- International Division
  • Bank Of America Merrill Lynch
    Financial Solutions Advisor
    Bank Of America Merrill Lynch Sep 2024 - Nov 2024
    Charlotte, Nc, Us
  • Alterna Securities Inc.
    Jr. Financial Investment Representative
    Alterna Securities Inc. May 2023 - Feb 2024
    Houston, Tx, Us
  • Southwestern Oklahoma State University
    Analyst At Swosu Investment Group
    Southwestern Oklahoma State University Sep 2021 - May 2023
    Ok, Us
    Analyst Officer at SWOSU Student Investment Group
  • Holl Crafted Beer
    Business Owner
    Holl Crafted Beer Feb 2019 - Mar 2023
    Owner and CEO of the company.

Gerardo Herrera Education Details

  • Southwestern Oklahoma State University
    Southwestern Oklahoma State University
    General
  • Texas Wesleyan University
    Texas Wesleyan University
    International Finance
  • Texas Wesleyan University
    Texas Wesleyan University
    Bachelor Of Business Administration - Bba

Frequently Asked Questions about Gerardo Herrera

What company does Gerardo Herrera work for?

Gerardo Herrera works for Ubs

What is Gerardo Herrera's role at the current company?

Gerardo Herrera's current role is Global Wealth Management.

What schools did Gerardo Herrera attend?

Gerardo Herrera attended Southwestern Oklahoma State University, Texas Wesleyan University, Texas Wesleyan University.

Who are Gerardo Herrera's colleagues?

Gerardo Herrera's colleagues are Flloyd Rewa, Ethan Harro.

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