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Henry J. Vera

Henry j. vera

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location of Henry J. VeraNew York City Metropolitan Area
Phone number of Henry J. VeraView Mobile No.
Followers of Henry J. Vera70 followers

  • Timeline

  • About me

    I'm on a mission to help 100 million people who need it the most.

  • Education

    • Carson long military academy

      1993 - 1996
      High school diploma

      U.S. President's Award for Academic Excellence - Gold Seal in 1996Honors Graduate, 2nd in class of 31

    • Pace university - lubin school of business

      1996 - 2001
      Bachelor of business administration - bba finance

      Trustee Recognition Award from 1996 to 2000Pace Grant Award from 1998 to 2000Also accepted into the Executive MBA Program in 2003

  • Experience

    • United states marine corps

      Feb 1997 - Aug 1999
      U.s. marine

    • American express financial advisors

      Nov 1998 - May 2001
      Financial planning assistant

      • Worked alongside a senior financial advisor that ranked in the top 50 advisors within the company for sales and production, and interacted with clients and all internal and external partners on a daily basis on his behalf.• Assisted in managing over $100 million in assets for high net worth clients and growing assets under management.• Conducted investment research and prepared illustrations/proposals for asset allocation, disability & long-term care insurance, comprehensive financial plans, annuities, and portfolio performance for client meetings.• Reviewed all new business paperwork to be submitted to the home office for account opening.• Independently completed assigned tasks while simultaneously anticipating and reconciling problems and issues. Show less

    • Jpmorgan chase bank, n.a.

      May 2001 - Mar 2002
      Assistant treasurer & relationship manager

      • Proactively managed over $122 million in assets for top tier retail consumer clients and helped increase branch deposits by an additional 20% by utilizing the consultative sales approach and process, and by applying strong critical thinking and problem-solving skills to meet customers' needs.• Easily engaged others in dialogue to convey sincere interest in building/deepening relationships while demonstrating a commitment to providing personalized service.• Ensured total compliance at the account level and oversaw and responded to all compliance reports in a prompt manner.• Provided less experienced team members with direction, training, coaching, and feedback. Show less

    • Fleetboston financial

      Oct 2002 - Nov 2003

      • Assisted in creating a strong sales, service and operation culture, while fostering an environment in which all branch employees could excel and achieve branch goals for the largest Fleet branch in Westchester.• Supported portfolio growth by coaching tellers to effectively identify referral opportunities and perform sales/referral activities while continuing to meet and exceed personal sales and service goals.• Resolved escalated client complaints/issues promptly and effectively.• Partnered closely with branch manager and operations manager.• Opened and closed the branch and assisted in preparing various reports. Show less • Ranked in top 5 of each sales category for market group throughout tenure.• Originated over $3 million in lines of credit per quarter consistently.• Planned and managed own activities to meet sales goals while supporting branch campaigns regularly.• Handled complex matters with other support areas by acting as a liaison for branch customers to WOW them each and every time.• Welcomed and interviewed prospective depositors, and opened and reviewed new accounts while adhering to the Bank's rules and regulations at all times. Show less

      • Assistant Branch Manager

        Jan 2003 - Nov 2003

      • Sr. Sales & Service Representative

        Oct 2002 - Jan 2003

    • Primagency inc.

      Nov 2003 - Apr 2005
      Vice president

      • Provided customized lending solutions to middle market businesses seeking loans from $1 million to $200 million.• Sourced over $150 million of asset-based loan transactions for referral to the agency's placement desk. • Analyzed corporate and personal financial statements, and other financial information before submission.• Stayed abreast of new types of loans and other financial services and products to better meet customers' needs.• Developed sales opportunities based on market research and prospecting for new clients regularly by way of seminars, outbound calls, and extensive networking. Show less

    • Self-employed

      Apr 2005 - now
      Entrepreneur

    • H.j. vera & co.

      Mar 2013 - now
      Founder & ceo

    • My digital marketing empire

      Nov 2020 - now
      Founder & ceo

  • Licenses & Certifications

    • Series 6

      Finra (financial industry regulatory authority)
      Aug 2002

  • Honors & Awards

    • Awarded to Henry J. Vera
      U.S. President's Award for Academic Excellence - Gold Seal The President of the United States May 1996 Each year, the President's Educational Awards Program identifies and rewards students with exceptional academic records. The program targets students graduating from elementary, middle and high school. Eligible students must meet certain academic criteria to meet eligibility standards, outlined by certain categories, classified in Category A, Category B and Category C.Typically, candidates must meet requirements in Categories A and C. Category A requires maintaining a grade point… Show more Each year, the President's Educational Awards Program identifies and rewards students with exceptional academic records. The program targets students graduating from elementary, middle and high school. Eligible students must meet certain academic criteria to meet eligibility standards, outlined by certain categories, classified in Category A, Category B and Category C.Typically, candidates must meet requirements in Categories A and C. Category A requires maintaining a grade point average of at least a 3.5 on a 4.0 GPA scale, which equates to a 90 out of 100 percent. Category C requires high test scores on state or national exams, or the recommendations of a teacher and staff member as an alternative.Schools without traditional letter grade systems nominate students using criteria in Category C as well as Category B, which requires students to maintain a 90 percent average academically and demonstrate superior personal traits such as intellectual capacity, leadership and motivation. Show less
    • Awarded to Henry J. Vera
      Pace Grant Award Pace University Awarded from 1998 to 2000These Need Based awards are available to full-time students matriculated in a degree program. Awards are based on academic promise and financial need. Recipients must enroll for at least 12 credits per Fall and Spring term, maintain satisfactory academic progress and a satisfactory QPA.
    • Awarded to Henry J. Vera
      Trustee Recognition Award Pace University Awarded from 1996 to 2000Offered to entering Freshman students who show academic promise. To be eligible, students must be admitted as matriculated students in a degree program and must enroll full-time (at least 12 credits per term) in each Fall and Spring term until completing the Bachelor’s degree program. Selection is based on academic excellence, and the recipient must maintain a satisfactory QPA.

  • Volunteer Experience

    • Advisory Council Member

      Issued by Youth FOCUS on Oct 2003
      Youth FOCUSAssociated with Henry J. Vera