Michael Herron Email & Phone Number
Head of Insurance Solutions @ Citizens Private Wealth
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Michael Herron Location
- United States
Michael Herron Work
- 2026 -now Head of Insurance Solutions @
- 2024 -2026 Managing Partner @
- 2023 -2024 Managing Director, Head of Insurance US Wealth Management @
- 2023 -2023 Executive Vice President, Head of Insurance @
- now Managing Director, Head of Insurance @
- now Member @ Seattle Philanthropic Advisors Network
- now Managing Principal and Strategic Distribution @
- now Sr. VP, National Sales Leader, Private Client @
- now Senior Regional Specialist @
- now Senior Account Executive @
Michael Herron Education
- The Wharton School
- University of Southern California
Michael Herron Skills
- Estate Planning
- Series 63
- Financial Advisory
- Financial Planners
- Strategic Partnerships
- Fixed Annuities
- Insurance
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Wealth Management Services
- Operating Budgets
- Financial Risk
- Series 6
- Finance
- 401k
- Strategic Planning
- Individual Life
- Wealth Management
- SAN
- Compliance
- Mutual Funds
- Life Insurance
- Underwriting
- Business Planning
- Strategic Financial Planning
- High Net Worth Individuals
- Operations Management
- Risk Management
- Asset Management
- Microsoft Excel
- Marketing
- Training
- Long Term Care
- Disability Insurance
- Wealth
- Chartered Financial Consultant
- Property And Casualty Insurance
- Long Term Care Insurance
- Strategic Thinking
- Business Strategy
- Client Aquisition
- Commercial Insurance
- Term Life Insurance
- Research
- Marketing Strategy
- Health Insurance
- Chartered Life Underwriter
- Retirement
- Mergers and Acquisitions
- Brokers
Michael Herron Summary
- Michael Herron, based in United States, is currently a Head of Insurance Solutions at Citizens Private Wealth. Michael Herron brings experience from previous roles at Blue Ocean Companies, LLC, J.P. Morgan and First Republic Private Wealth Management. Michael Herron holds a The Wharton School. With a robust skill set that includes Estate Planning, Series 63, Financial Advisory, Financial Planners, Strategic Partnerships and more. Michael Herron has 6 emails and 4 mobile phone numbers on RocketReach.
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Top Citizens Private Wealth Employees
Paul Hagen
Senior Vice President - Senior Investment Manager
Philadelphia, PA, US
Joan Bozek
Chief Fiduciary Officer and Head of Wealth Trust
Boston, MA, US
Mike Shayestehfar
Managing Director, Private Wealth Manager
Los Angeles, CA, US
Les Satlow
Senior Vice President, Investment Manager
Andover, MA, US
Matthew Smith
Investment Manager, Vice President
Boston, MA, US
Rod Olea
Managing Director - Head of Fixed Income
San Francisco, CA, US
Mitchell Weitz
Managing Director | Senior Investment Specialist
California, United States
Drew Curto
Managing Director | Wealth Manager
United States
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