2018 -2019 Financial Advisor @ CUSO Financial Services, LP at US Alliance Financial Credit Union
2014 -2018 Financial Advisor @
2011 -2014 Financial Advisor @
2008 -2010 Financial Advisor @ Questar Capital
2006 -2008 Financial Advisor @
2000 -2005 Financial Advisor @
Thomas Herber Education
Hult International Business School
MBA
2010-2011
The Catholic University of America
Bachelor of Arts (BA)
Thomas Herber Skills
Sales
Microsoft Excel
Customer Service
Project Management
Management
Retirement Planning
Mutual Funds
Financial Planning
Financial Advisory
Retirement
Investment Advisory
Finance
Thomas Herber Summary
Thomas Herber, based in Las Vegas, NV, US, is currently a Planning Consultant at Fidelity Investments. Thomas Herber brings experience from previous roles at Allstate Financial Services, LLC, CUSO Financial Services, LP at US Alliance Financial Credit Union, Wells Fargo Advisors and Bank of the West. Thomas Herber holds a 2010 - 2011 MBA @ Hult International Business School. With a robust skill set that includes Sales, Microsoft Excel, Customer Service, Project Management, Management and more. Thomas Herber has 2 emails and 2 mobile phone numbers on RocketReach.
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