John Herbert Email & Phone Number
Managing Partner @ Bowline Financial
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John Herbert Location
- Detroit, MI, US
John Herbert Work
- Managing Partner @ (May 2019 - Present)
- Member Board of Trustees @ (March 2019 - Present)
- CERTIFIED FINANCIAL PLANNER™ Professional @ (April 2018 - November 2020)
- Financial Professional @ (October 2015 - April 2018)
- Ski Instructor @ (December 2011 - April 2017)
- Business Operations Fellow @ (May 2014 - September 2014)
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.
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