Dan Herrmann Email & Phone Number
SVP, Director, Wealth Management Services @ BOK Financial
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Dan Herrmann Location
- Parker, CO, US
Dan Herrmann Work
- SVP, Director, Wealth Management Services @ (September 2026 - Present)
- Chief Operating Officer @ (May 2022 - September 2026)
- Senior Vice President @ (March 2016 - June 2022)
- Relationship Management and Operations Leader @ (April 2013 - March 2016)
- Senior Business Consultant - Business Integration @ (March 2011 - March 2013)
- Vice President - Wealth Management Products and Operations @ (January 2006 - January 2010)
- Assistant Vice President - Client Services @ (January 2000 - January 2006)
- Development Lead - Corporate Technology @ (April 1998 - January 2000)
Dan Herrmann Education
- University of Northern Colorado
Bachelor's degree (Business Administration and Management, General)
Dan Herrmann Skills
- Mutual Funds
- Investments
- Wealth Management
- Product Development
- Series 7
- Vendor Management
- Process Improvement
- Securities
- Product Management
- Operations Management
- Program Management
- Change Management
- Call Center
- Business Strategy
- Team Building
- Business Analysis
- Strategic Planning
- Product Marketing
- Problem Solving
- Application Development
- Call Centers
- Cross-functional Team Leadership
- Financial Services
- IT Strategy
- Leadership
- Management
- New Business Development
- Software Development
- Cross Functional Team Leadership
Dan Herrmann Summary
- Dan Herrmann, based in Parker, CO, US, is currently a SVP, Director, Wealth Management Services at BOK Financial. Dan Herrmann brings experience from previous roles at Denver Wealth Management, Inc., Wells Fargo, Empower Retirement and Broadridge. Dan Herrmann holds a Bachelor's degree in Business Administration and Management, General @ University of Northern Colorado. With a robust skill set that includes Mutual Funds, Investments, Wealth Management, Product Development, Series 7 and more. Dan Herrmann has 2 emails and 1 mobile phone numbers on RocketReach.
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Top BOK Financial Employees
Carrie Porter
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Derek Martin
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David Jeter
EVP Executive Director Commercial Banking
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Greg Wheeler
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Rebecca Keesling
EVP, Chief Auditor
Tulsa, OK, US
Stacy Kymes
President and Chief Executive Officer
Tulsa, OK, US
Lisa Albers
Senior Vice President
Tulsa, OK, US
Brett Dean
President, BOK Financial Securities, Inc.
Oklahoma City, OK, US
Thomas Hay
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Chris Rollmann
Senior Vice President, Healthcare Banking
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Brad Vincent
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Mike Rogers
Chief Accounting Officer (CAO)
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Shannon Lambert-Habermehl
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