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James Herring Location
San Antonio, TX, US
James Herring Work
Vice President @ (February 2022 - Present)
Assistant Vice President - RBFCU Investment Group @ (February 2019 - February 2022)
Financial Advisor @ (May 2015 - March 2019)
James Herring Education
University of North Texas
Bachelor of Business Administration (B.B.A.) (Strategic Managment)
1988-1992
James Herring Skills
401k Rollovers
Banking
College Savings Plans
Hold Series 7
IRAs
Life Insurance
Long-term Care
Medicare
Mortgage Lending
Mutual Funds
Property and Casualty Insurance
Residential Real Estate
Title Insurance
Trust Services
annuities
financial advisor
financial plan
managed accounts
retirement planning services
stocks/bonds
trusts
James Herring Summary
James Herring, based in San Antonio, TX, US, is currently a Vice President at Randolph Brooks Federal Credit Union. James Herring brings experience from previous roles at Randolph Brooks Federal Credit Union and Thrivent. James Herring holds a 1988 - 1992 Bachelor of Business Administration (B.B.A.) in Strategic Managment @ University of North Texas. With a robust skill set that includes 401k Rollovers, Banking, College Savings Plans, Hold Series 7, IRAs and more. James Herring has 1 emails and 1 mobile phone numbers on RocketReach.
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