James Herlein Email & Phone Number

Chief Financial Officer @ Gladstone Wealth Partners

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James Herlein Location

Olathe, KS, US

James Herlein Work

2021 - now Chief Financial Officer @ Gladstone Wealth Partners
2017 - now Owner @ Herlein Design Consulting
2020 - 2022 Senior Vice President of Finance @ SelectQuote Insurance Services
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2019 - 2020 CFO, Retail @ Edelman Financial Engines
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2018 - 2019 Interim CFO @ Edelman Financial Engines
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2015 - 2018 VP of Finance Operations @ Financial Engines
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2013 - 2015 Director of Adtrix Technology @ Adknowledge
2011 - 2013 Manager, Corporate Analytics @ Freightquote
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2008 - 2011 Manager: Roaming Settlements and Analysis @ Sprint
2007 - 2008 Pricing Manager: National Pricing @ Sprint

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James Herlein Education

Avila University
MBA (Finance)
2004 - 2006
University of Kansas
B.G.S (Finance)
1997 - 2003

James Herlein Summary

James Herlein, based in Olathe, KS, US, is currently a Chief Financial Officer at Gladstone Wealth Partners. James Herlein brings experience from previous roles at Herlein Design Consulting, SelectQuote Insurance Services and Edelman Financial Engines. James Herlein holds a 2004 - 2006 MBA in Finance @ Avila University. James Herlein has 3 emails and 1 mobile phone numbers on RocketReach.

James Herlein Emails

Found 3 emails

James Herlein Phone Numbers

Found 6 phone numbers

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James Herlein

Chief Financial Officer at Gladstone Wealth Partners

Olathe, KS, US
3
- gmail.com
- hotmail.com
- gladstonewealth.com
5+
- +1 785-640-XXXX
- +1 785-832-XXXX
- +1 913-221-XXXX
- +1 785-242-XXXX
- +1 408-498-XXXX
- +1 913-221-XXXX

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Top Gladstone Wealth Partners Employees

James Herlein

Chief Financial Officer at Gladstone Wealth Partners

Olathe, KS, US
3
- gmail.com
- hotmail.com
- gladstonewealth.com
5+
- +1 785-640-XXXX
- +1 785-832-XXXX
- +1 913-221-XXXX
- +1 785-242-XXXX
- +1 408-498-XXXX
- +1 913-221-XXXX
Jennifer Hoffman

Chief Operations Officer at Gladstone Wealth Partners

Roxbury Township, NJ, US
3
- gladstonewealth.com
- gmail.com
- hotmail.com
3
- +1 706-207-XXXX
- +1 908-719-XXXX
- +1 973-271-XXXX
Kirk Maraglia

Vice President and Private Wealth Advisor at Gladstone Wealth Partners

Poughquag, NY, US
2
- yahoo.com
- gladstonewealth.com
3
- +1 845-724-XXXX
- +1 347-489-XXXX
- +1 347-432-XXXX
Owen Pardo

Senior Vice President Private Wealth at Gladstone Wealth Partners

New York, NY, US
4
- gmail.com
- mac.com
- hotmail.com
- gladstonewealth.com
3
- +1 908-296-XXXX
- +1 908-542-XXXX
- +1 908-507-XXXX
Joseph Napolitano

Compliance Director at Gladstone Wealth Partners

Spartanburg, SC, US
2
- gmail.com
- gladstonewealth.com
1
- +1 845-764-XXXX
Mike Schneider

Private Wealth Manager at Gladstone Wealth Partners

Metuchen, NJ, US
2
- gladstonewealth.com
- bellsouth.net
2
- +1 740-354-XXXX
- +1 732-787-XXXX
Phil Marchetti

Mananging Partner at Gladstone Wealth Partners

Chester, NJ, US
2
- gladstonewealth.com
- gmail.com
1
- +1 908-868-XXXX
Jill Cline

Director of Onboarding and Integrations at Gladstone Wealth Partners

Fort Myers, FL, US
2
- gmail.com
- gladstonewealth.com
2
- +1 732-659-XXXX
- +1 718-728-XXXX
Jaime P.

Director, Advisor Operations at Gladstone Wealth Partners

New York, NY, US
1
- gladstonewealth.com
Christopher Ferrone

Private Wealth Advisor at Gladstone Wealth Partners

New York, NY, US
2
- gladstonewealth.com
- gmail.com
Jason de Tata

Financial Planner at Gladstone Wealth Partners

Jersey City, NJ, US
3
- gmail.com
- aol.com
- gladstonewealth.com
5
- +1 732-840-XXXX
- +1 201-993-XXXX
- +1 602-625-XXXX
- +1 609-332-XXXX
- +1 732-903-XXXX

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