Varda Tal has been with Leumi for over 23 years and successfully manages a portfolio of over $230 million, focusing mainly on high-net-worth clients from Mexico. Varda has built trusted relationships with her clients by continuously evaluating their financial and investment objectives and sharing her experience and professionalism with them in order to help them achieve their financial goals.
She started her banking career with Leumi in New York and later moved to Miami in 2004. Currently, Varda is First Vice President and the team leader in charge of the Brazil and Mexico teams, as well as manager of Aventura’s International Private Banking operation. Additionally, Varda is the Leumi Investment Services Inc. branch principal.
Varda’s background in international customer services has given her a unique insight into the needs of her high-net-worth clients. Varda also travels to Mexico multiple times a year to better understand the financial climate of her clients.
Varda earned a bachelor’s degree in organizational psychology from Florida International University in Miami and an MBA from Zicklin School of Business in New York. She holds the FINRA Series 7, 63, 65 and 24 licenses. She is fluent in Hebrew, English and Spanish.