Mark Herman Email & Phone Number
Partner and Senior Wealth Advisor @ Mission Wealth
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Mark Herman Location
- Austin, TX, US
Mark Herman Work
- Partner and Senior Wealth Advisor @ (January 2026 - Present)
- Senior Wealth Advisor @ (September 2021 - January 2026)
- Army Reserve Officer - Lieutenant Colonel (Retired) @ (August 2011 - July 2025)
- Director Of Financial Planning, Lead Advisor, and Chief Compliance Officer @ (April 2018 - September 2021)
- Senior Associate - Wealth Management @ Bell Wealth Management Inc. (May 2014 - March 2018)
- Global Commodity Manager @ (January 2013 - May 2014)
- Master of Business Administration - Mays Business School @ (July 2011 - December 2012)
- Aviation officer, UH-60 Pilot, company commander @ (June 2004 - July 2011)
Mark Herman Education
- The University of Texas at Austin
Financial Planning Certificate Program
2013-2014 - Texas A&M University
Master of Business Administration (M.B.A.)
2011-2013 - United States Military Academy at West Point
Bachelor of Science (B.S.)
2000-2004 - Fargo South High School
Mark Herman Skills
- Budgeting
- Cash Flow Analysis
- Certified Financial Planner
- Critical Thinking
- DoD
- Estate Planning
- Financial Planning
- Government
- Investment Management
- Leadership
- Leadership Development
- Logistics
- Management
- Microsoft Excel
- Military
- Military Experience
- Military Operations
- Operational Planning
- Operations Management
- Organizational Leadership
- Personal Financial Planning
- PowerPoint
- Procurement
- Public Speaking
- Retirement Planning
- Security Clearance
- Six Sigma
- Team Building
- Team Leadership
- Training
- Wealth Management
- military retirement
- Army
- Aviation
- Business Development
Mark Herman Summary
- Mark Herman, based in Austin, TX, US, is currently a Partner and Senior Wealth Advisor at Mission Wealth. Mark Herman brings experience from previous roles at Mission Wealth, United States Army Reserve, Astoria Strategic Wealth and Bell Wealth Management Inc.. Mark Herman holds a 2013 - 2014 Financial Planning Certificate Program @ The University of Texas at Austin. With a robust skill set that includes Budgeting, Cash Flow Analysis, Certified Financial Planner, Critical Thinking, DoD and more. Mark Herman has 2 emails and 2 mobile phone numbers on RocketReach.
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