Jose Herrera

Member

YPO

Jan 2023 - Current (3 years 6 months)

Council Member

Forbes Business Council

Dec 2022 - Current (3 years 7 months)

Investor

Shippify Inc

Dec 2018 - Current (7 years 7 months)

Shippify is a last mile logistics technology company operating in Latin America that connects a community of independent drivers with businesses that need an on-demand, cost-effective logistics solution for same day delivery, reverse logistics, restocking, and even scheduled operations.

Co-Founder & CEO

Horatio

Oct 2018 - Current (7 years 9 months)

Horatio is a next-generation customer support firm. We partner with high-growth and digitally-focused companies to develop their customer support strategy and provide a handpicked outsourced team to execute it. Based in New York City, with teams in the Dominican Republic and Colombia, Horatio provides companies the ability to revolutionize their customers’ experience, helping retain existing customers, gain new customers, and grow efficiently. Horatio is the customer support expert that allows businesses to “focus on what they do best… and hire Horatio to do the rest.” Horatio helps businesses adapt to the new era of demands and expectations of customers, which allows companies the opportunity to differentiate from their competitors.

Investor

Clean Cult

Sep 2018 - Current (7 years 10 months)

cleancult is the next generation of green cleaning products letting you say goodbye to harmful chemicals and an ineffective clean.

Vice President - Latin America and US Offshore Sales and Business Development

Morgan Stanley

Aug 2011 - Aug 2018 (7 years 1 month)

-External client coverage of Latin America and US Offshore Institutional and Intermediary market -Key responsibilities for US offshore intermediaries in Miami, New York, and California as well as institutional clients in Latin America -Fundraising focused across the entire asset class spectrum (i.e. long only investment strategies, private equity, real estate, and infrastructure funds).

Analyst

Goldman Sachs

May 2010 - Aug 2011 (1 year 4 months)

• Conducted engagements within the Investment Management business with specific focus on investments, operations, compliance, and brokerage disciplines across different regions including the emerging Brazil business. • Established strong client relationships with the Investment Management professionals and related control groups. Conducted analytical work such as assessing risk and advising clients on effective risk and control management strategies to improve operations or strengthen business processes.

Fall Analyst

Boston Consulting Group BCG

Aug 2009 - Dec 2009 (5 months)

Charitable Asset Management Group - Analyst

State Street

Jun 2008 - Aug 2008 (3 months)

• Assisted the largest manager of endowment, foundation and other nonprofit assets in the investment manager and mutual fund analysis process as well as conducted research on a wide array of economic, market, and asset allocation topics. • Analyzed over 300 investment portfolios and recommended strategies based on their current and projected performance as well as the client's investment objectives. Worked with clients on a daily basis to address concerns with regards to complex trust, estate, and other regulatory considerations.

Marketing and Competitive Strategy Coordinator

John Hancock

Jun 2007 - Sep 2007 (4 months)

• Supported Senior Vice President of Sales and Marketing in the development of new business plans, strategic planning initiatives, competitive and market analysis, product development and research of new business opportunities.

About

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Timeline

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