Kathleen Herbert Email & Phone Number
Vice President, Client Service - Rollover Solutions Group at Millennium Trust Company @ Inspira Financial
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Kathleen Herbert Location
- Chicago, IL, US
Kathleen Herbert Work
- 2000 -now Vice President, Client Service - Rollover Solutions Group at Millennium Trust Company @
- 1996 -2000 Account Administrator @ Independent Trust Company
Kathleen Herbert Skills
- Customer Service
- IRAs
- Supervisory Skills
- Client Services
- Management
- Health Savings Accounts
- Leadership
- Administration
- Microsoft Office
- Financial Services
- Investments
- Accounting
- Mutual Funds
- Finance
- Banking
- PowerPoint
- Sales
- Vendor Management
- Strategic Planning
- Outlook
- Operations Management
- Project Management
Kathleen Herbert Summary
- Kathleen Herbert, based in Chicago, IL, US, is currently a Vice President, Client Service - Rollover Solutions Group at Millennium Trust Company at Millennium Trust Company. Kathleen Herbert brings experience from previous roles at Independent Trust Company. With a robust skill set that includes Customer Service, IRAs, Supervisory Skills, Client Services, Management and more. Kathleen Herbert has 1 emails and 1 mobile phone numbers on RocketReach.
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