Vanessa Gamez
Client Associate - Wealth Management at Insigneo
Based in Miami, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Miami
Industry
Financial Services
Company size
482
Contact information
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v•••••••@insigneo.com
Phone
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Background
About Vanessa Gamez
Our team at Amerant Bank thrives on delivering top-tier service, and with my role as a Client Service Associate, I'm at the forefront of enhancing customer experiences. Having graduated with a BBA in Marketing from Florida International University, I utilize my academic insights to inform strategy and drive client satisfaction. My certification in Inbound Marketing and Sales from HubSpot, coupled with my Securities Industry Essentials (SIE) accreditation, underpins my ability to navigate the intricate wealth management landscape. Previously, as an Energy Expert at Anatomy and a Marketing Analyst Intern at Ocean Bank, I honed my analytical and customer service skills, ensuring our team's strategies are both innovative and client-centric. Fluent in English and Spanish, my communication skills are a key asset in our diverse market.
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