Gerardo Herrera Email & Phone Number

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.