Michael Herron Email & Phone Number
Senior Vice President, Head of Insurance Solutions @ Citizens Private Wealth
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Michael Herron Location
- United States
Michael Herron Work
- Senior Vice President, Head of Insurance Solutions @ (May 2026 - Present)
- Managing Partner @ (August 2024 - May 2026)
- Senior Managing Director, Head of Insurance US Wealth Management @ (July 2023 - August 2024)
- Senior Managing Director, Head of Insurance @ First Republic Private Wealth Management (September 2015 - September 2023)
- Executive Vice President, Head of Insurance @ (February 2023 - June 2023)
- Member @ Seattle Philanthropic Advisors Network (January 2013 - January 2022)
- Managing Principal and Strategic Distribution @ (January 2012 - January 2015)
- Sr. VP, National Sales Leader, Private Client @ (January 2009 - January 2012)
- Senior Regional Specialist @ (January 2004 - January 2009)
- Senior Account Executive @ (January 1995 - January 2004)
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 Senior Vice President, 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 5 emails and 4 mobile phone numbers on RocketReach.
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