Matthew Herz Email & Phone Number
Director, Head of Insurance Products @ Luma Financial Technologies
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Matthew Herz Location
- New York, NY, US
Matthew Herz Work
- Director, Head of Insurance Products @ (July 2026 - Present)
- CRO - Chief Revenue Officer @ (November 2024 - February 2026)
- CMO - Chief Marketing Officer @ (March 2023 - November 2024)
- Senior Vice President of Sales and Marketing @ (May 2020 - April 2023)
- Managing Partner @ Herz Financial (January 1995 - January 2020)
Matthew Herz Education
- Bentley University
Bachelor of Science (B.S.) (Marketing)
Matthew Herz Skills
- Business Development
- Digital Transformation
- Estate Planning
- Financial Services
- Insurance
- Insurance distribution
- Insurance technology
- Life Insurance
- Product Strategy
- Sales Leadership
- Strategic Partnerships
- Underwriting
- Life Insurance Expert
- Estate Tax Planning
- Employee Benefits
- Long Term Care Insurance
- Disability Insurance
- Annuities
- Buy/Sell Agreements
- Business Continuity Planning
- Deferred Compensation
- Fixed Annuities
- Buy-sell Agreements
- Retirement
- Financial Advisory
- Wealth Management
- Strategic Financial Planning
- Finance
- Wealth Management Services
- Financial Analysis
- Personal Financial Planning
- Pensions
- Retirement Planning
- Financial Planning
- Buy Sell Agreements
Matthew Herz Summary
- Matthew Herz, based in New York, NY, US, is currently a Director, Head of Insurance Products at Luma Financial Technologies. Matthew Herz brings experience from previous roles at Covr Financial Technologies, IDU, Inc. and Herz Financial. Matthew Herz holds a Bachelor of Science (B.S.) in Marketing @ Bentley University. With a robust skill set that includes Business Development, Digital Transformation, Estate Planning, Financial Services, Insurance and more. Matthew Herz has 2 emails and 2 mobile phone numbers on RocketReach.
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