James Herlein Email & Phone Number
Chief Financial Officer @ Gladstone Wealth Partners
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James Herlein Location
- Olathe, KS, US
James Herlein Work
- Chief Financial Officer @ (December 2021 - Present)
- Owner @ Herlein Design Consulting (October 2017 - Present)
- Senior Vice President of Finance @ (December 2020 - January 2022)
- CFO, Retail @ (April 2019 - January 2020)
- Interim CFO @ (October 2018 - April 2019)
- VP of Finance Operations @ (June 2015 - October 2018)
- Director of Adtrix Technology @ Adknowledge (January 2013 - June 2015)
- Manager, Corporate Analytics @ (April 2011 - January 2013)
- Manager: Roaming Settlements and Analysis @ (October 2008 - April 2011)
- Pricing Manager: National Pricing @ (August 2007 - October 2008)
- Pricing Manager: Special Pricing @ (August 2004 - August 2007)
- Access Auditor III @ (July 2003 - August 2004)
- Department Lead @ (August 1999 - July 2003)
- Night Manager @ Dos Hombres (January 1997 - January 1999)
James Herlein Education
- Avila University
MBA (Finance)
2004-2006 - The 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 2 emails and 3 mobile phone numbers on RocketReach.
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