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 @ Bradley, Foster & Sargent, Inc.
2003 - now Director of Sales and Marketing @ Bradley, Foster & Sargent, Inc.
2000 - 2002 Regional Director @ Russell Investments

1998 - 2000 Regional VP @ Nicholas Applegate
1996 - 1998 Account Executive @ CIGNA

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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

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Charles Herbert Skills

Wealth Management
Financial Planning
Marketing Strategy

Sales Management
Business Development
Investment Management
Certified Financial Planner
MBA
Strategic Financial Planning
Alternative Investments

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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 1 emails and 1 mobile phone numbers on RocketReach.

Charles Herbert Emails

Found 1 emails

@bfsinvest.com

Charles Herbert Phone Numbers

Found 6 phone numbers

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Charles Herbert

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Avon, CT, US
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S. Childs

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