Accounting Manager and Financial Controller @ The Herking Law Firm, LLC (August 2019 - Present)
Accounting Manager @ The Herking Law Firm, LLC (August 2019 - January 2023)
Partner @ Hyde Park Wealth Management (February 2009 - June 2019)
Co-Founder @ Hyde Park Wealth Management, LLC (February 2009 - June 2019)
Financial Advisor @ Smith Barney / Morgan Stanley (January 2001 - January 2009)
Brian Herking Education
Ohio University
BA (Finance)
1996-1999
Ohio University
Bachelor of Business Administration (Finance, General)
Brian Herking Skills
401k
Account Management
Accounting
Accounting Consulting
Advising Clients
Analytical Skills
Asset Allocation
Asset Management
Asset Managment
Auditing
Banking
Budgeting & Forecasting
Business Development
Business Planning
Client Relations
Client Relationship Strengthening
Client Services
Communication
Community Projects
Compliance Oversight
Cost Engineering
Customer Relationship Management (CRM)
Development & implementation of marketing plans
Donor Engagement
Estate Planning
Finance
Financial Advisory
Financial Analysis
Financial Management Experience
Financial Modeling
Financial Planning
Financial Process Improvement
Financial Reporting
Financial Services
Higher Education Financial Management
Insurance
Internal Controls
Investment Advisory
Investment Management
Investment Planning
Investment Strategies
Investments
Lead Generation
Leadership
Life & Health Insurance Licenses
Life Insurance
Management
Mergers & Acquisitions
Month-End Close Process
Mutual Funds
Negotiation
Non-profit Consulting
Operational Efficiency
Operations Process Improvement
Outreach Services
Pensions
Personal Financial Planning
Planning Budgeting & Forecasting
Political Science
Portfolio Management
Profit Optimization
Public Speaking
Real Estate
Regulatory Audits
Regulatory Compliance
Retirement
Retirement Planning
Risk Management
Sales
Sales & Marketing
Small Business
Strategic Financial Planning
Strategic Planning
Strategic Thinking
Strategy
Streamlining Operational Processes
Tax
Team Building
Time Management
Trading
Vendavo Profit Analyzer
Wealth Management
Wealth Management Services
Brian Herking Summary
Brian Herking, based in Batavia, OH, US, is currently a Problem Solver - Expense Reduction - Niche Focused - Proven Partner - Client Advocate at Aspire Partners USA. Brian Herking brings experience from previous roles at Aspire Partners USA, The Herking Law Firm, LLC and Hyde Park Wealth Management. Brian Herking holds a 1996 - 1999 BA in Finance @ Ohio University. With a robust skill set that includes 401k, Account Management, Accounting, Accounting Consulting, Advising Clients and more. Brian Herking has 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Brian Herking?
Find contact details for 700 million professionals.