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
- 2026 -now Director, Head of Insurance Products @
- 2024 -2026 CRO - Chief Revenue Officer @
- 2023 -2024 CMO - Chief Marketing Officer @
- 2020 -2023 Senior Vice President of Sales and Marketing @
- 1995 -2020 Managing Partner @ Herz Financial
Matthew Herz Education
- Bentley University
Bachelor of Science (B.S.) (Marketing)
Matthew Herz Skills
- Estate Planning
- Life Insurance Expert
- Estate Tax Planning
- Employee Benefits
- Underwriting
- Long Term Care Insurance
- Disability Insurance
- Annuities
- Buy/Sell Agreements
- Business Continuity Planning
- Deferred Compensation
- Fixed Annuities
- Buy-sell Agreements
- Retirement
- Financial Advisory
- Insurance
- Financial Services
- Wealth Management
- Life Insurance
- 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 Estate Planning, Life Insurance Expert, Estate Tax Planning, Employee Benefits, Underwriting and more. Matthew Herz has 2 emails and 2 mobile phone numbers on RocketReach.
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