Bernard Herrera in

Bernard Herrera

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Vice President, Private Client Relationship Manager at TD Private Bank
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
21 Years
Current Role
Vice President, Private Client Relationship Manager
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Bernard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bernard cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2022
Vice President, Private Client Relationship Manager
TD Private Bank
12-2013 - 2-2022
Wealth Relationship manager
Citi Personal Wealth Management
10-2007 - 12-2013
Perosnal Banker
Citi
12-2003 - 10-2007
Head Bank Teller
Citi
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
SUNY Westchester Community College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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