Marcelo Hernandez Email & Phone Number
Staff Manager and Financial advisor
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Marcelo Hernandez Location
- Atlanta, GA, US
Marcelo Hernandez Work
- Staff Manager and Financial advisor @ The Western and Southern Life Insurance Company (September 2025 - Present)
- Financial Advisor @ Prudential Advisors (May 2025 - October 2025)
- Financial Advisor @ (February 2024 - June 2025)
- Financial Profesional @ (July 2023 - March 2024)
- Manager Latin America @ (April 2021 - July 2023)
- Head LATAM Desk @ Lyford International Bank (June 2015 - February 2019)
- Senior Manager @ Ansbacher (Bahamas) Limited (August 2010 - August 2014)
- Senior Director @ UBS (Bahamas) Limited (April 2008 - May 2010)
Marcelo Hernandez Education
- University of Miami
Master of Business Administration (MBA) (Finance, General)
1977-1979 - University of Miami
Bachelor of Business Administration (BBA) (Finance, General)
1973-1977
Marcelo Hernandez Skills
- Account Management
- Administration
- Alternative Investments
- Banking
- Business Development
- Capital Markets
- Client Relations
- Client Services
- Communication
- Corporate Finance
- Credit Risk
- Customer Acquisition
- Customer Relationship Management (CRM)
- Customer Service Management
- Derivatives
- Emerging Markets
- Equities
- Equity Derivatives
- FINRA
- Face-to-face Communication
- Finance
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Services
- Financial Structuring
- Fixed Income
- HNW
- Hedge Funds
- Insurance
- Interpersonal Skills
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Planning
- Investment Strategies
- Investments
- Latin
- Latin America
- Life Insurance
- Management
- Marketing
- Mutual Funds
- People Management
- Portfolio Management
- Private Banking
- Private Equity
- Relationship Building
- Relationship Management
- Retirement Planning
- Sales
- Salesforce.com
- Securities
- Series 7
- Strategy Implementation
- Team Building
- Team Leadership
- Wealth Management Services
- Written Communication
- Social Media
- Asset Management
- Business Analysis
- Microsoft Word
- Business Strategy
Marcelo Hernandez Summary
- Marcelo Hernandez, based in Atlanta, GA, US, is currently a Staff Manager and Financial advisor at The Western and Southern Life Insurance Company. Marcelo Hernandez brings experience from previous roles at Prudential Advisors, Edward Jones, Thrivent and Adi Dassler International Family Office (ADFO). Marcelo Hernandez holds a 1977 - 1979 Master of Business Administration (MBA) in Finance, General @ University of Miami. With a robust skill set that includes Account Management, Administration, Alternative Investments, Banking, Business Development and more.
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