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Herb Modrak Location
Richmond, VA, US
Herb Modrak Work
Managing Director @ (January 2019 - Present)
Financial Advisor @ (February 2022 - July 2025)
Jr. Business Risk Analyst @ BB&T Securities, LLC (September 2016 - December 2018)
Compliance Manager @ (December 2014 - May 2016)
AVP, Branch Operations and Administration @ (January 2013 - November 2014)
Regional Operations Manager @ (August 2011 - October 2012)
Margin and Risk and Reorg Specialist @ (June 2008 - August 2011)
Account Reconciliation Specialist @ (June 2004 - June 2008)
APL Trading Specialist @ (June 2004 - June 2008)
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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