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
- 2026 -now Partner and Senior Wealth Advisor @
- 2021 -2026 Senior Wealth Advisor @
- 2011 -2025 Army Reserve Officer - Lieutenant Colonel (Retired) @
- 2018 -2021 Director Of Financial Planning, Lead Advisor, and Chief Compliance Officer @
- 2014 -2018 Senior Associate - Wealth Management @
- 2013 -2014 Global Commodity Manager @
- 2011 -2012 Master of Business Administration - Mays Business School @
- 2004 -2011 Aviation officer, UH-60 Pilot, company commander @
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
- Leadership Development
- Army
- Government
- Logistics
- PowerPoint
- Aviation
- Security Clearance
- Military Experience
- DoD
- Military
- Operations Management
- Financial Planning
- Six Sigma
- Critical Thinking
- Team Building
- Procurement
- Public Speaking
- Organizational Leadership
- Management
- Microsoft Excel
- Personal Financial Planning
- Business Development
- Team Leadership
- Military Operations
- Operational Planning
- Training
- Leadership
- Cash Flow Analysis
- Estate Planning
- Retirement Planning
- Wealth Management
- Budgeting
- Certified Financial Planner
- Investment Management
- Military Retirement
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 Leadership Development, Army, Government, Logistics, PowerPoint and more. Mark Herman has 2 emails on RocketReach.
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Top Mission Wealth Employees
Lisa Murphy
Partner, Senior Wealth Advisor
San Diego, CA, US
Jeff Avila
Partner and Managing Director
Santa Barbara, CA, US
Mark Herman
Partner and Senior Wealth Advisor
Austin, TX, US
Seth Streeter
Founder and Chief Impact Officer
Austin, TX, US
Brad Stark
Founder and Chief Compliance Officer
Santa Barbara, CA, US
Kieran Osborne
Chief Investment Officer
Santa Barbara, CA, US
Renee Hennessee
Partner and Chief Technology Officer
Santa Barbara, CA, US
Geoff Gaggs
Partner | Senior Client Advisor
Santa Barbara, CA, US
Bryant Merryman
Partner | Senior Wealth Advisor
Chicago, IL, US
Ryan Niedbalski
Managing Director
Austin, TX, US
David Lee
Chief Operating Officer
San Francisco, CA, US
Sara Clark
Chief Client Officer and Partner
Los Angeles, CA, US
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