2018 -
2020 CERTIFIED FINANCIAL PLANNERâ„¢ Professional @
2015 -
2018 Financial Professional @
2011 -
2017 Ski Instructor @
2014 -
2014 Business Operations Fellow @
John Herbert Education
Rollins College
Bachelor of Arts (B.A.) (International Business; Spanish Minor)
2010
-
2014
Warren De La Salle 2006
-
2010
John Herbert Skills
Retirement Planning
Life Insurance Planning
Tax-efficient Investment Strategies
IRA Rollover Strategies
Investment Advisory Services
Research
Investment Management
Social Media
Team Leadership
Strategic Planning
Event Planning
SEM
Tax Efficient Investment Strategies
Start Ups
Microsoft Word
Wealth Management
Financial Strategies
Search Engine Marketing
Teamwork
Marketing
Social Media Marketing
Customer Service
Asana
Microsoft Excel
Market Research
Risk Planning
iMovie
Writing
PowerPoint
Microsoft Office
John Herbert Summary
John Herbert, based in Detroit, MI, US, is currently a Managing Partner at Bowline Financial. John Herbert brings experience from previous roles at EAST SIDE YOUTH SPORTS FOUNDATION, MassMutual Great Lakes, AXA Advisors, LLC and Vail Resorts. John Herbert holds a 2010 - 2014 Bachelor of Arts (B.A.) in International Business; Spanish Minor @ Rollins College. With a robust skill set that includes Retirement Planning, Life Insurance Planning, Tax-efficient Investment Strategies, IRA Rollover Strategies, Investment Advisory Services and more. John Herbert has 2 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.