Charles Herbert Email & Phone Number
Director of Sales and Marketing - Principal @ Bradley, Foster & Sargent, Inc.
Charles Herbert's Location
Avon, CT, US
Charles Herbert's Work
- Director of Sales and Marketing - Principal @ Bradley, Foster & Sargent, Inc.
- Director of Sales and Marketing @ Bradley, Foster & Sargent, Inc.
- Regional Director @ Russell Investments
- Regional VP @ Nicholas Applegate
- Account Executive @ Boone, Brandon, Johnston & Evans
Charles Herbert's Education
- California Lutheran University
MBA (Finance)
2009 - 2011 - Rochester Institute of Technology
B.S.
1979 - 1982 - College of the Holy Cross1977 - 1979
- Kingswood-Oxford1974 - 1976
- St. Thomas Academy1972 - 1974
Charles Herbert's Skills
- Alternative Investments
- Series 63
- Executive Management
- Valuation
- Financial Planning
- Portfolio Management
- Business Development
- Investments
- Finance
- Investment Advisory
Charles Herbert's Summary
Charles Herbert, based in Avon, CT, US, is currently a Director of Sales and Marketing - Principal at Bradley, Foster & Sargent, Inc., bringing experience from previous roles at Bradley, Foster & Sargent, Inc., Russell Investments, Nicholas Applegate and CIGNA. Charles Herbert holds a 2009 - 2011 MBA in Finance @ California Lutheran University. With a robust skill set that includes Alternative Investments, Series 63, Executive Management, Valuation, Financial Planning and more, Charles Herbert contributes valuable insights to the industry. Charles Herbert has 2 emails on RocketReach.
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