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
- Member Board of Directors - Bishop's University Foundation @ (October 2025 - Present)
- Vice President and Product Specialist @ (March 2025 - Present)
- Director at Large - Sales and Fundraising @ (March 2025 - Present)
- Chief Revenue Officer (CRO) @ (March 2024 - December 2024)
- District Vice President @ (August 2019 - March 2024)
- Board Member and VP U18 @ (May 2020 - May 2023)
- District Vice President, Retail and Strategic Accounts, Western Canada @ (May 2016 - May 2019)
- Regional Vice President - Sales @ (May 2010 - May 2016)
- Regional Sales Representative - Advisor Sales @ (August 2008 - May 2010)
- Investment Advisor @ (November 2006 - August 2008)
- Mortgage Specialist @ (April 2003 - September 2006)
- Branch Manager @ (February 2002 - April 2003)
- Board Director @ (January 2000 - January 2003)
- Distibution Manager and FSV District Sales Manager @ (January 1999 - September 2001)
Buddy Herold Education
- Canadian Securities Institute
CIM (FMA, FCSI, Finance)
2005-2007 - Bishop's University
BA (Economics / Geography)
1992-1996 - St. Michael's College School 1987-1992
- Our Lady of Sorrows Catholic Elementary School 1978-1987
Buddy Herold Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Bonds
- Capital Markets
- Equities
- Finance
- Financial Advisory
- Financial Markets
- Financial Modeling
- Financial Planners
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Securities
- Wealth
- Wealth Management
- 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 Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds and more. Buddy Herold has 3 emails and 2 mobile phone numbers on RocketReach.
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