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Copyright Eureka Social Intelligence and its associated brands under Eureka Social Intelligence Holding Inc. All rights reserved.
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Born in Guatemala, Central America, this young entrepreneur began his
education at an
early age at the countries’ Swiss American School, a trilingual Swiss
educational system that provided him with the mathematical foundations of an
international banker. A graduate of University City High School in San Diego,
California he excelled at academics and multiple extracurricular activities
including athletics, drama and notably student government. Yael attended St.
Olaf College where he majored in Political Science and Finance; St. Olaf is a
nationally ranked private liberal arts school of the Evangelical Lutheran Church
in America in Northfield, Minnesota near the Twin Cities: Minneapolis and St.
Paul.
Yael began his working career at the offices of American Express Financial
Advisors, there he was trained corporately to develop client-connect business
methods not limited to sales psychology and innovative marketing practices. At
the Age of 22 he earned his Securities registered representative licenses and
began his independent Financial Planning Practice. He holds a Series 7, 66
and Life, Health and Property and Casualty Licenses in the states of New York,
California, Minnesota and Texas. Yael excelled at cross-selling initiatives
within the American Express Company specifically in the collaboration with
Commercial and Private Banking divisions and Trust Services. Key accounts
have been his expertise. In August 2003 a key account, Internet Broadcasting
Systems hired Yael to lead a media production team as the producer of
Telemundo.com, the site responsible for being the internet media outlet of the
Nation’s second largest Spanish language broadcaster. This project was later
partnered to Yahoo.com. Here he gained experience and networked within the
media industry in New York, Los Angeles, Chicago and Miami. Upon his return,
Yael ventured to the operations and sales of the largest Jackson Hewitt Tax
and Accounting Services franchise in the State of Minnesota, responsible for
21 branches throughout the Twin Cities. This was all done while still
maintaining key client accounts through Thrivent Financial for Lutherans.
In the Fall of 2004, He initially relocated to San Antonio and then upon
company request to the Neuhaus Branch of JP Morgan Chase Bank in
McAllen, TX. Here he excelled continually
at asset gathering, new accounts and specifically Managed Portfolios and most
importantly
the development of many bankers who are now top producers in the financial
services
industry. Chase’s Neuhaus Branch, a branch with assets in excess of a Billion
USD, was the
top Level in performance and in investment sales in all JP Morgan Chase bank
networks.
In the summer of 2006 Banorte Securities, a subsidiary of Banorte (the Largest
Mexican
owned banking institution), hired Yael to lead in the formation, development
and growth of a
Private Banking Practice, a thoroughly successful project that put him in the
position to work
with key accounts of international business owners. Investment sales
surpassed
expectations in the consistent gathering of tens of millions of dollars in
Investment assets
both for Domestic individuals and International companies and families. He
specialized in
private banking practices at all levels of a client’s need and served as a pivot
to client
operations within the different levels of Bank service.
Utilizing his life and business experiences at an accelerated business pace,
Yael founded Eureka! Social Intelligence, the parent company of this
organization. Eureka! Consulting Group became a reality in February 2009, a
collaboration of some of South Texas best young leaders in fields of Law,
Banking and Sales. A think-tank approach and an Asset-Based Thinking
business foundation allow each Eureka Consultant Group representative a
valued addition to the region’s business community.
education at an
early age at the countries’ Swiss American School, a trilingual Swiss
educational system that provided him with the mathematical foundations of an
international banker. A graduate of University City High School in San Diego,
California he excelled at academics and multiple extracurricular activities
including athletics, drama and notably student government. Yael attended St.
Olaf College where he majored in Political Science and Finance; St. Olaf is a
nationally ranked private liberal arts school of the Evangelical Lutheran Church
in America in Northfield, Minnesota near the Twin Cities: Minneapolis and St.
Paul.
Yael began his working career at the offices of American Express Financial
Advisors, there he was trained corporately to develop client-connect business
methods not limited to sales psychology and innovative marketing practices. At
the Age of 22 he earned his Securities registered representative licenses and
began his independent Financial Planning Practice. He holds a Series 7, 66
and Life, Health and Property and Casualty Licenses in the states of New York,
California, Minnesota and Texas. Yael excelled at cross-selling initiatives
within the American Express Company specifically in the collaboration with
Commercial and Private Banking divisions and Trust Services. Key accounts
have been his expertise. In August 2003 a key account, Internet Broadcasting
Systems hired Yael to lead a media production team as the producer of
Telemundo.com, the site responsible for being the internet media outlet of the
Nation’s second largest Spanish language broadcaster. This project was later
partnered to Yahoo.com. Here he gained experience and networked within the
media industry in New York, Los Angeles, Chicago and Miami. Upon his return,
Yael ventured to the operations and sales of the largest Jackson Hewitt Tax
and Accounting Services franchise in the State of Minnesota, responsible for
21 branches throughout the Twin Cities. This was all done while still
maintaining key client accounts through Thrivent Financial for Lutherans.
In the Fall of 2004, He initially relocated to San Antonio and then upon
company request to the Neuhaus Branch of JP Morgan Chase Bank in
McAllen, TX. Here he excelled continually
at asset gathering, new accounts and specifically Managed Portfolios and most
importantly
the development of many bankers who are now top producers in the financial
services
industry. Chase’s Neuhaus Branch, a branch with assets in excess of a Billion
USD, was the
top Level in performance and in investment sales in all JP Morgan Chase bank
networks.
In the summer of 2006 Banorte Securities, a subsidiary of Banorte (the Largest
Mexican
owned banking institution), hired Yael to lead in the formation, development
and growth of a
Private Banking Practice, a thoroughly successful project that put him in the
position to work
with key accounts of international business owners. Investment sales
surpassed
expectations in the consistent gathering of tens of millions of dollars in
Investment assets
both for Domestic individuals and International companies and families. He
specialized in
private banking practices at all levels of a client’s need and served as a pivot
to client
operations within the different levels of Bank service.
Utilizing his life and business experiences at an accelerated business pace,
Yael founded Eureka! Social Intelligence, the parent company of this
organization. Eureka! Consulting Group became a reality in February 2009, a
collaboration of some of South Texas best young leaders in fields of Law,
Banking and Sales. A think-tank approach and an Asset-Based Thinking
business foundation allow each Eureka Consultant Group representative a
valued addition to the region’s business community.
Welcome to Eureka!
I started this company with the
hopes of sharing my strategic
know-how in business for the
betterment of our communities.
My intense corporate heritage of
Fortune 50 companies and
rigorous academics allow me to
provide you with clear pictures of
business needs and
opportunities.
With an ethical, open and
responsible approach and a
strong religious background I will
provide advice in your best behalf.
I am not transactional; my
strength is long term
relationships. I will always provide
my opinion and will use my
concise and surgical
communication skills to help you
manage your business as you
envision it.
Best Regards,
Yael Mendez
Strategist.
I started this company with the
hopes of sharing my strategic
know-how in business for the
betterment of our communities.
My intense corporate heritage of
Fortune 50 companies and
rigorous academics allow me to
provide you with clear pictures of
business needs and
opportunities.
With an ethical, open and
responsible approach and a
strong religious background I will
provide advice in your best behalf.
I am not transactional; my
strength is long term
relationships. I will always provide
my opinion and will use my
concise and surgical
communication skills to help you
manage your business as you
envision it.
Best Regards,
Yael Mendez
Strategist.
