Vice President of Institutional Advancement and Community Engagement @ (April 2024 - November 2025)
Chief Fiduciary Officer @ (September 2021 - April 2024)
Director, Client Relationship Management @ (May 2018 - September 2021)
Director, Client Service @ (December 2009 - May 2018)
Manager, Asset Servicing @ (January 2005 - December 2009)
Supervisor, Client Service @ (May 2004 - January 2005)
Client Service Specialist @ (April 2003 - May 2004)
Pension Administrator @ (August 2000 - April 2003)
C.w. Herchold Education
Saint Mary's College of California
BA
Bellarmine Preparatory School
Marylhurst University
MBA
C.w. Herchold Skills
Asset Management
Business Analysis
Client Services
Community Engagement
Diversity & Inclusion
Financial Services
Investment Management
Leadership
Management
Mutual Funds
Non-profit Volunteering
Outsourcing
Program Management
Project Management
Risk Management
Vendor Management
Marketing
Marketing Strategy
Training
Pensions
Customer Service
Account Management
Pension Schemes
Financial Analysis
C.w. Herchold Summary
C.w. Herchold, based in Kirkland, WA, US, is currently a Chief Fiduciary Officer at National Digital Trust Company (In Organization). C.w. Herchold brings experience from previous roles at Herchold Ventures, LLC, Bellarmine Preparatory School, Protego Trust and Russell Investments. C.w. Herchold holds a BA @ Saint Mary's College of California. With a robust skill set that includes Asset Management, Business Analysis, Client Services, Community Engagement, Diversity & Inclusion and more. C.w. Herchold has 2 emails and 1 mobile phone numbers on RocketReach.
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