James Herr Email & Phone Number
VP, Senior Relationship Manager, Global Family and Investment Offices, West Region @ Northern Trust Wealth Management
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James Herr Location
- Chicago, IL, US
James Herr Work
- 2023 -now VP, Senior Relationship Manager, Global Family and Investment Offices, West Region @
- 2019 -2023 Vice President, Wealth Management - Client Advisor @
- 2014 -2019 Vice President, Wealth Management - Senior Sales Business Consultant @
- 2009 -2013 Second Vice President, Wealth Management - Trust Administration Associate @
- 2007 -2009 Investment Associate @
- 2006 -2007 Global Opportunities in Leadership Development (GOLD) Program @
James Herr Education
- University of Illinois Urbana-Champaign
Bachelor's (Finance)
2002-2006
James Herr Skills
- Wealth Management Services
- Wealth Management
- High Net Worth Individuals
- Sales Compensation
- New Business Analysis
- Sales Management
- Personal Trust Administration
- Relationship Management
- Asset Allocation
- Finance
- Financial Services
- Retirement Planning
- Financial Advisory
- Investment Management
- Financial Planning
- Asset Management
- High Net Worth
- Personal Trust
- Portfolio Management
- Strategy
- Marketing
- Business Process
James Herr Summary
- James Herr, based in Chicago, IL, US, is currently a VP, Senior Relationship Manager, Global Family and Investment Offices, West Region at Northern Trust Wealth Management. James Herr brings experience from previous roles at Northern Trust Wealth Management. James Herr holds a 2002 - 2006 Bachelor's in Finance @ University of Illinois Urbana-Champaign. With a robust skill set that includes Wealth Management Services, Wealth Management, High Net Worth Individuals, Sales Compensation, New Business Analysis and more. James Herr has 3 emails and 4 mobile phone numbers on RocketReach.
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