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.
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Global Wealth ManagementUbsHouston, Tx, Us -
Registered Client AssociateUbs Dec 2024 - PresentZurich, ChWealth Management- International Division -
Financial Solutions AdvisorBank Of America Merrill Lynch Sep 2024 - Nov 2024Charlotte, Nc, Us -
Jr. Financial Investment RepresentativeAlterna Securities Inc. May 2023 - Feb 2024Houston, Tx, Us -
Analyst At Swosu Investment GroupSouthwestern Oklahoma State University Sep 2021 - May 2023Ok, UsAnalyst Officer at SWOSU Student Investment Group -
Business OwnerHoll Crafted Beer Feb 2019 - Mar 2023Owner and CEO of the company.
Gerardo Herrera Education Details
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Southwestern Oklahoma State UniversityGeneral -
Texas Wesleyan UniversityInternational Finance -
Texas Wesleyan UniversityBachelor 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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