Gregg Hernandez Email & Phone Number

New York, Ny, Us

New York, Ny, Us

New City, New York, Us

Responsible on a contract basis for inviting portfolio managers and analysts to participate in 1-on-1 sessions with client company management teams during key industry conventions and events. Also provide relevant company insights and thorough biographical information about analysts and industry experts, primarily in Healthcare and Pharmaceuticals.

Zurich, Ch

Responsible for advising clients from across the US in a high-volume call center on portfolio optimization regarding issues like taxes, fees, and break points, using a variety of mutual funds and ETFs. Advised owners of executive employee accounts and oriented them to the available options for company products and services. Constructed portfolios and advised clients in wealth management business.

New York, New York, Us

Responsible for all aspects of client education, portfolio construction and the optimal use of traditional and alternative investments to maximize returns on a risk-adjusted basis. Constructed portfolios and presented recommendations for these clients. Consistently closed sales, introducing many clients to alternative investments for the first time. Clearly communicated investment performance and grew these relationships to gain portfolio share.• Increased domestic Financial Advisor (FA) participation in alternative investments from 12% to 33%• Grew the FA penetration in advisory from 12% to 40% among international clients, growing from $250MM to $500MM in assets in just 3 years. Generated higher returns and greater loyalty among overseas clients and FAs • Grew advisory assets by 50% cumulatively to over 2 years to $5B in the Manhattan region• Pioneered department in charge of internal marketing of alternative investments and separately managed accounts (for traditional asset classes) for Citi Personal Wealth Management division • Recognized with CitiStars awards for bringing in several large accounts and saving an $80MM account using Alternative Investments• Took on role as product manager in addition to sales responsibilities Citi Private Bank

New York, Ny, Us

Responsible for all aspects of market intelligence and creating usable information for companies and investors. Developed the ability to communicate market and sector trends in English or Spanish so that the average or sophisticated investor could understand and make relevant decisions. • Created NASDAQ macroeconomic & market reports to deliver value-added services to NASDAQ-listed companies. This timely and insightful information became the backbone for intellectual content from the Market Intelligence Desk and the primary focus of extensive media interviews- Distributed to CEOs, CFOs and Investor Relations managers in 3,100 NASDAQ companies related to the 10 S&P sectors (IT, Healthcare, Consumer Discretionary, etc.) and industry groups (Software, Biotech, etc.)• Developed reputation among media and industry analysts as the “go to” person at NASDAQ- Conducted interviews 2-5 times per week for CNN en Espanol, Univision, CBS News NY, CNN, Bloomberg Radio, Bloomberg Spain, Sky Australia and “thestreet.com”

New York, Ny, Us

Originally hired to direct the sales and marketing of international equities for the Mid-Atlantic region and the help desk. These responsibilities expanded to include US equities, exchange-traded funds, and directed portfolios. Traveled frequently to branch offices to deliver presentations to the sales force and prospective/existing clients. Served as primary contact between independent research firms and the Private Client Group. • Spoke to high-net worth client audiences of up to 275 on economics, strategy, and equity research- Gained 10 new couples/clients representing $14 million in new assets just from just one Florida trip

Responsible for growing the business segment of 15-year and balloon mortgages. Also handled the firm’s largest account. • Added $250K additional revenue in one year to existing client who was already producing $1MM in annually• Expanded business in seasoned “specified” mortgage backed securities with several regional bond dealers

Initially hired as Commodities Floor Runner and promoted twice to positions of increasing responsibility. Chosen for a specialized training program in Guatemala to better understand and evaluate origin coffee suppliers. Key clients included General Foods (Maxwell House) and Procter & Gamble (Folger’s). Also sourced cocoa for Mars, Hershey & Cadbury.• Expanded portfolio from one smaller and two major clients, to four major clients, including: Farmer Bros, Peet’s, Coffee Holding, Vasillaros Bros., plus other smaller clients

Bsfs, International Economics

Mba, International Finance

Education record