Charles Herbert Email & Phone Number
Director of Sales and Marketing - Principal @ Bradley, Foster & Sargent, Inc.
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Charles Herbert Location
- Avon, CT, US
Charles Herbert Work
- 2003 -now Director of Sales and Marketing - Principal @
- 2003 -now Director of Sales and Marketing @
- 2000 -2002 Regional Director @
- 1998 -2000 Regional VP @ Nicholas Applegate
- 1996 -1998 Account Executive @ CIGNA
Charles Herbert Education
- California Lutheran University
MBA (Finance)
2009-2011 - Rochester Institute of Technology
B.S.
1979-1982 - College of the Holy Cross 1977-1979
- Kingswood-Oxford 1974-1976
- St. Thomas Academy 1972-1974
Charles Herbert Skills
- Wealth Management
- Financial Planning
- Marketing Strategy
- Sales Management
- Business Development
- Investment Management
- Certified Financial Planner
- MBA
- Strategic Financial Planning
- Alternative Investments
- Investments
- Investment Advisory
- Marketing
- Strategy
- Strategic Planning
- Finance
- Asset Management
- Due Diligence
- Small Business
- Asset Allocation
- Mutual Funds
- New Business Development
- Management
- Portfolio Management
- Equities
- Executive Management
- Financial Analysis
- Valuation
- Mergers & Acquisitions
- Series 7
- Hedge Funds
- Securities
- Series 63
- Mergers and Acquisitions
Charles Herbert Summary
- Charles Herbert, based in Avon, CT, US, is currently a Director of Sales and Marketing - Principal at Bradley, Foster & Sargent, Inc.. Charles Herbert brings 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 Wealth Management, Financial Planning, Marketing Strategy, Sales Management, Business Development and more. Charles Herbert has 2 emails and 2 mobile phone numbers on RocketReach.
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