Herb Modrak Email & Phone Number
Managing Director @ TAG Advisors
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Herb Modrak Location
- Richmond, VA, US
Herb Modrak Work
- 2019 - now Managing Director @
- 2022 - now Financial Advisor @
- 2016 - 2018 Jr. Business Risk Analyst @ BB&T Securities, LLC
- 2014 - 2016 Compliance Manager @
- 2013 - 2014 AVP, Branch Operations and Administration @
- 2011 - 2012 Regional Operations Manager @
- 2008 - 2011 Margin and Risk and Reorg Specialist @
- 2004 - 2008 Account Reconciliation Specialist @
- 2004 - 2008 APL Trading Specialist @
Herb Modrak Education
- Virginia Commonwealth University - School of Business
Masters (Business Administration and Management, General)
2008 - 2012 - University of Tennessee-Knoxville
BS (Psychology)
1998 - 2003 - Monacan H.S. 1994 - 1998
Herb Modrak Skills
- Risk Management
- Operations Management
- Finra series 7, 63, 66 and 24 registered.
- Internal Audit
- Microsoft Excel
- Microsoft Office
- General Securities Principal
- Middle Office
- Time Management
- Internal Controls
- Sales Management
- Risk Assessment
- Hold Virginia Health, Life and Variable contracts license
- Communication
- Account Reconciliation
- Margin
- Variable Annuities
- Life Insurance
- Carrier Relationship Management
- Investment Management Industry
- Back Office
- Management
- Investments
Herb Modrak Summary
- Herb Modrak, based in Richmond, VA, US, is currently a Managing Director at TAG Advisors. Herb Modrak brings experience from previous roles at Greenwood Financial Group, BB&T Securities, LLC, WealthForge LLC and Cary Street Partners. Herb Modrak holds a 2008 - 2012 Masters in Business Administration and Management, General @ Virginia Commonwealth University - School of Business. With a robust skill set that includes Risk Management, Operations Management, Finra series 7, 63, 66 and 24 registered., Internal Audit, Microsoft Excel and more. Herb Modrak has 2 emails and 2 mobile phone numbers on RocketReach.
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