director of client realtions@ Apollon Wealth Management, LLC
Miami, Florida, United States
Herly Andres Tejada, MBA
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FlashIntel GPTHerly Andres Tejada, MBA is an experienced Client Service Specialist with 18 years of experience in the multinational financial sector. She has a strong background in private banking, RIA, and international banking. Herly is recognized for her exceptional client service capabilities and has a degree in Global Management, Markets, and Trade International. Fluent in English and Spanish, she is known for her excellent communication and reliability skills. Herly has worked in various roles, including Director of Client Properties at Apollon Wealth Management, LLC and Sr. Vice President of Operations at Blue Chip Wealth Management. She also has experience as a Financial Analyst & Service Specialist at Platinum Wealth Venture.
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Experienced Client Service Specialist. 18 years of experience in the multinational financial sector- Private Banking, RIA, International Banking- providing solid client relationship building | Recognized throughout career for exemplary client service capabilities | MBA Education in Global Management, Markets and Trade | International experience with emphasis in Latin America | Excellent Communication and Reliability | Fluent in English and Spanish Specialties: • Strong knowledge of the LATAM Region • Business Development Manager • Relationship builder • Go-to-market Strategy • Cross-functional team • Analytical and strategic professional • Customer Service Specialist • Trading • Front office operations
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director of client realtions
Financial Services
Herly Andres Tejada, MBA's Professional Milestones
- consultant- private banking and compliance analyst (2005-09-01~2006-10-01): Provided comprehensive data analysis and analysis, ensuring compliance with regulatory requirements and promoting operational excellence.
- Private Banking Assistant (2006-10-01~2009-12-01): Streamlined administrative processes, enhancing efficiency and supporting client satisfaction.
Education
Master In Business Administration
2010-2012Skill
International Relations
Financial Analysis
Portfolio Management
Strategic Planning
Strategic Financial Planning
Risk Management
Investments
Banking
Finance
Spanish
Microsoft Excel
Negotiation
Team Leadership
Management
Analysis
Financial Risk
Equities
Business Strategy
Business Analysis
Corporate Finance
Private Banking
Strategy
New Business Development
Investment Banking
Due Diligence
Leadership
Crm
Analytical Skills
Certification
Colleagues
Robert Gorman CFP®, MSFS®, AEP®
Founding Partner | Chief Operating Officer | Wealth Management Advisor
Mike Herman
Chief Compliance Officer
Luke A. Dillon
Director, Wealth Advisor at Westside Wealth Management of Apollon
Barbara Hull
Director Of HR
Michael Dolberg
Founding Partner | Chief Executive Officer
Other Named Herly Andres Tejada, MBA
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Herly Andres Tejada, MBA works for Apollon Wealth Management, LLC
Herly Andres Tejada, MBA's role in Apollon Wealth Management, LLC is director of client realtions
Herly Andres Tejada, MBA works in the industry of Financial Services
Herly Andres Tejada, MBA's colleagues are Robert Gorman CFP®, MSFS®, AEP®,Mike Herman,Luke A. Dillon
Herly Andres Tejada, MBA's latest job experience is director of client realtions at Apollon Wealth Management, LLC
Herly Andres Tejada, MBA's latest education in Thunderbird School of Global Management
