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Matthew Herman Location
Eliot, Maine, United States
Matthew Herman Work
2018 -now Managing Partner @
2015 -now Managing Partner @
2015 -now Regional Sales Manager @
2005 -2015 Unit Sales Manager @
2003 -2005 Financial Services Associate @
2005 -now Investment Advisor Representative @
Matthew Herman Education
Franklin Pierce University
Finance ( Marketing )
1999-2003
Elmira Free Academy
Matthew Herman Skills
Retirement Planning
Investments
Strategic Financial Planning
Portfolio Management
Financial Analysis
Estate Planning
Insurance
Cash Management
Relationship Management
Risk Management
Series 7
Investment Advisory
Retirement
Fixed Annuities
Disability Insurance
Life Insurance
Financial Planning
Health Insurance
Long Term Care Insurance
Long-term Care
Term Life Insurance
Whole Life
Employee Benefits
Sales
Team Building
Universal Life
Leadership
Customer Service
Marketing
Long Term Care
Whole Life Insurance
Financial Services
Matthew Herman Summary
Matthew Herman, based in Eliot, Maine, United States, is currently a Managing Partner at Gateway Property and Casualty. Matthew Herman brings experience from previous roles at Gateway Retirement Solutions, American Senior Benefits, Bankers Life and Prudential Financial. Matthew Herman holds a 1999 - 2003 Finance in Marketing @ Franklin Pierce University . With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Portfolio Management, Financial Analysis and more. Matthew Herman has 1 emails and 1 mobile phone numbers on RocketReach.
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