Buddy Herold Email & Phone Number
Vice President and Product Specialist @ Ninepoint Partners
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Buddy Herold Location
- Calgary, AB, CA
Buddy Herold Work
- 2025 -now Vice President and Product Specialist @
- 2025 -now Member Board of Directors - Bishop's University Foundation @
- 2025 -now Director at Large - Sales and Fundraising @
- 2024 -2024 Chief Revenue Officer (CRO) @
- 2019 -2024 District Vice President @
- 2020 -2023 Board Member and VP U18 @
- 2016 -2019 District Vice President, Retail and Strategic Accounts, Western Canada @
- 2010 -2016 Regional Vice President - Sales @
- 2008 -2010 Regional Sales Representative - Advisor Sales @
- 2006 -2008 Investment Advisor @
- 2003 -2006 Mortgage Specialist @
- 2002 -2003 Branch Manager @
- 2000 -2003 Board Director @
- 1999 -2001 Distibution Manager and FSV District Sales Manager @
Buddy Herold Education
- Canadian Securities Institute
CIM (FMA, FCSI, Finance)
2005-2007 - Bishop's University
BA (Varsity football (GO GAITERS!) Recipient of the "Purple Letter Award" and the "Golden Mitre Award" upon graduation.)
1992-1996 - St. Michael's College School 1987-1992
- Our Lady of Sorrows Catholic Elementary School 1978-1987
Buddy Herold Skills
- Investments
- Wealth Management
- Mutual Funds
- Portfolio Management
- Asset Managment
- Investment Strategies
- Equities
- Bonds
- Securities
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Financial Services
- Finance
- Financial Planners
- Financial Markets
- Asset Management
- Financial Modeling
- Wealth
- Capital Markets
- High Net Worth Individuals
- Financial Planning
- Management
- Sales
- Microsoft Excel
- Banking
- Credit
Buddy Herold Summary
- Buddy Herold, based in Calgary, AB, CA, is currently a Vice President and Product Specialist at Ninepoint Partners. Buddy Herold brings experience from previous roles at Bishop's University Alumni Association, GEDfest, Invico Capital Corporation and RBC Global Asset Management. Buddy Herold holds a 2005 - 2007 CIM in FMA, FCSI, Finance @ Canadian Securities Institute. With a robust skill set that includes Investments, Wealth Management, Mutual Funds, Portfolio Management, Asset Managment and more. Buddy Herold has 2 emails and 2 mobile phone numbers on RocketReach.
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