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Jack Herman Location
Omaha, NE, US
Jack Herman Work
Senior Wealth Advisor @ (October 2025 - Present)
Sr. Wealth Management Advisor @ (June 2024 - September 2025)
Financial Consultant @ (September 2021 - July 2024)
Internal Wholesaler Consultant @ (August 2017 - September 2021)
Sales Associate II @ (January 2017 - July 2017)
Business Development Representative @ (October 2016 - January 2017)
Finance Advisor @ (May 2016 - September 2016)
Intern @ (July 2013 - September 2016)
Hackstar @ (April 2015 - July 2015)
Jack Herman Education
University of Nebraska-Lincoln
Bachelor's degree (Financial Planning and Services)
2012-2016
Jack Herman Skills
Leadership
Team Building
Consultative Selling
PowerPoint
Social Media
Customer Relations
Public Speaking
Fixed Annuities
Insurance
Sales
Financial Planning
Event Planning
Networking
Investments
Communication
Variable Annuities
Finance
Strategic Planning
Financial Services
Life Insurance
Microsoft Office
Microsoft Word
Entrepreneurship
Microsoft Excel
Time Management
Customer Service
Social Media Marketing
Management
Teamwork
Coaching
Problem Solving
Marketing Strategy
Jack Herman Summary
Jack Herman, based in Omaha, NE, US, is currently a Senior Wealth Advisor at Mariner. Jack Herman brings experience from previous roles at Farm Bureau Financial Services, Charles Schwab and Pacific Life. Jack Herman holds a 2012 - 2016 Bachelor's degree in Financial Planning and Services @ University of Nebraska-Lincoln. With a robust skill set that includes Leadership, Team Building, Consultative Selling, PowerPoint, Social Media and more. Jack Herman has 2 emails and 1 mobile phone numbers on RocketReach.
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