Valentin Huerta

Valentin Huerta Email and Phone Number

Business Development Representative and Relationship Manager @ Moody's Corporation
California, United States
Valentin Huerta's Location
San Francisco Bay Area, United States, United States
Valentin Huerta's Contact Details

Valentin Huerta personal email

n/a
About Valentin Huerta

In my journey as a Customer Success Manager, I've had the privilege of working with diverse clients across various sectors and industries. From the bustling financial world to the ever-evolving tech landscape, I've honed my skills in driving client satisfaction and retention.Specializing in KYC, AML, and ABAC solutions, I've found my niche in optimizing compliance strategies for global organizations. My expertise lies in harnessing the power of Moody's Analytics products to provide tailored solutions that meet each client's unique needs.But my approach goes beyond just data and products. I believe in building authentic connections with my clients, understanding their distinct requirements, and aligning their compliance goals with unwavering ethical standards. It's not just about achieving compliance; it's about doing so responsibly and with integrity.As a firm believer in the power of collaboration, I empower cross-functional teams to work together seamlessly, providing exceptional service and unwavering support to our valued clients. Communication lies at the heart of my customer-centric approach, ensuring that clients receive proactive guidance and continuous value throughout their journey with us.In this dynamic industry, staying ahead is crucial. That's why I'm continuously learning and keeping myself abreast of the latest industry trends and innovations. Armed with these insights, I offer my clients the best solutions to address their evolving challenges.Passionate about delivering exceptional customer experiences, I relish the role of being a trusted advisor and reliable partner to my clients. I bring my in-depth compliance expertise to the table, navigating complexities with finesse and guiding my clients towards their success.

Valentin Huerta's Current Company Details
Moody's Corporation

Moody'S Corporation

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Business Development Representative and Relationship Manager
California, United States
Valentin Huerta Work Experience Details
  • Moody'S Corporation
    Business Development Representative And Relationship Manager
    Moody'S Corporation
    California, United States
  • Moody'S Corporation
    Senior Customer Success Manager
    Moody'S Corporation Jul 2024 - Present
    New York, New York, Us
  • Moody'S Corporation
    Customer Success Manager
    Moody'S Corporation Nov 2022 - Jul 2024
    New York, New York, Us
  • Moody'S Corporation
    Financial Data Associate
    Moody'S Corporation Nov 2021 - Nov 2022
    New York, New York, Us
  • Bny Mellon
    Portfolio Analyst
    Bny Mellon Apr 2020 - Jun 2021
    New York, Ny, Us
    • Holding Series 7 and 63 licenses.• Partner with wealth managers to oversee approximately $1 billion in assets.• Prepare and execute investment strategies and policy statements for client portfolios.• Interact with clients on a daily basis - monitoring their cash balances, facilitating transfers, gifting securities, and opening new accounts in a timely fashion.• Develop client analytic reports in order to review the strategic performance of BNY portfolios, which consist of financial reviews, month-end reporting, close duties, outlooks and updates.
  • Merrill Lynch Wealth Management
    Fadp Program
    Merrill Lynch Wealth Management Jun 2019 - May 2020
    New York, Ny, Us
    • Obtained Series 7 , 66, and NMLS license.• Leveraged Merrill's business intelligence & financial planning tools to assess client's current financial situation and strategize a goals-based approach for investment recommendation.• Ran cash flow/ budget analysis reports for high net worth clients to forecast future rate of returns as well as estimated incomes and savings.
  • Yelp
    Channel Marketing And Sales Intern
    Yelp Jul 2018 - Aug 2018
    San Francisco, Ca, Us
    • Supported Account Executives by sourcing third party ad agencies that fit PPC, SEM, SEO requirements to become Yelp Ads Certified Partners.• Vetted over 2,000 agencies for the Channel Sales Team in order to exceed daily quotas.•Promoted to Sales Development Representative within first five weeks – contacted over 200 accounts to set up appointments for Account Executives.

Valentin Huerta Skills

Public Speaking Leadership Team Leadership Customer Service Microsoft Office Teamwork Project Management Interpersonal Skills Microsoft Word Research Time Management Social Media Communication Social Networking Powerpoint Microsoft Excel Management Retail Sales Inventory Management

Valentin Huerta Education Details

  • Universidad De Las Américas Puebla
    Universidad De Las Américas Puebla
    International Management
  • University Of San Diego - Knauss School Of Business
    University Of San Diego - Knauss School Of Business
    Business/Managerial Economics

Frequently Asked Questions about Valentin Huerta

What company does Valentin Huerta work for?

Valentin Huerta works for Moody's Corporation

What is Valentin Huerta's role at the current company?

Valentin Huerta's current role is Business Development Representative and Relationship Manager.

What is Valentin Huerta's email address?

Valentin Huerta's email address is vh****@****ego.edu

What schools did Valentin Huerta attend?

Valentin Huerta attended Universidad De Las Américas Puebla, University Of San Diego - Knauss School Of Business.

What skills is Valentin Huerta known for?

Valentin Huerta has skills like Public Speaking, Leadership, Team Leadership, Customer Service, Microsoft Office, Teamwork, Project Management, Interpersonal Skills, Microsoft Word, Research, Time Management, Social Media.

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