Guillermo Guerra
About Guillermo Guerra
Guillermo Guerra is the Senior Vice President at Jefferies Private Wealth Management, focusing on asset management for high net worth individuals and institutions.
Company
Guillermo Guerra is currently employed at Jefferies Private Wealth Management. He has been with Jefferies since 2017, where he serves as Senior Vice President. Jefferies is a global investment banking firm known for offering a full range of investment banking, advisory, trading, asset management, and wealth management services.
Title
Guillermo Guerra holds the position of Senior Vice President at Jefferies Private Wealth Management. In this role, he focuses on asset management for high net worth individuals, family offices, middle-market sized companies, and institutions. His responsibilities include creating and implementing strategic investment plans tailored to clients' financial goals.
Education and Expertise
Guillermo Guerra studied at Universidad de la República in Uruguay, where he achieved a Bachelor's degree in Public Accounting, completing his studies from 2000 to 2006. His academic background in public accounting supports his expertise in asset management and financial advising.
Professional Background
Before his current role at Jefferies, Guillermo Guerra worked at Wells Fargo Advisors from 2004 to 2017 as a Senior Vice President. In this position, he gathered substantial experience in asset management and wealth management services. Prior to that, he worked at Guyer & Regules as an Auxiliar contable from 2002 to 2004 in Montevideo, Uruguay, building a foundation in accounting and financial services.