Andrew Herrera

Mr. Herrera is a vice president and business analyst on the global wealth management sales strategy team in the New York office, responsible for business management of RIAs, CRM and data oversight, the portfolio analysis group (PAG) and segmentation. Previously, he was a regional head of the Mid-Atlantic division for the internal sales desk within global wealth management. He has 20 years of investment and financial services experience and holds an undergraduate degree from the University of Charleston.