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 @
- 2017 -now Owner @ Herlein Design Consulting
- 2020 -2022 Senior Vice President of Finance @
- 2019 -2020 CFO, Retail @
- 2018 -2019 Interim CFO @
- 2015 -2018 VP of Finance Operations @
- 2013 -2015 Director of Adtrix Technology @ Adknowledge
- 2011 -2013 Manager, Corporate Analytics @
- 2008 -2011 Manager: Roaming Settlements and Analysis @
- 2007 -2008 Pricing Manager: National Pricing @
- 2004 -2007 Pricing Manager: Special Pricing @
- 2003 -2004 Access Auditor III @
- 1999 -2003 Department Lead @
- 1997 -1999 Night Manager @ Dos Hombres
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 2 emails and 3 mobile phone numbers on RocketReach.
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