Todd Herman Email & Phone Number
Financial Advisor and Financial Planning Specialist @ Grimes & Company
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Todd Herman Location
- Boston, MA, US
Todd Herman Work
- Financial Advisor and Financial Planning Specialist @ (May 2022 - Present)
- Client Advisor @ (June 2021 - April 2022)
- Associate @ (September 2020 - June 2021)
- Operations Manager @ Siharum Advisors, LLC (April 2018 - June 2020)
- Project Manager @ (September 2017 - April 2018)
- HVAC Engineer @ TRO | a healthcare design firm. (August 2014 - August 2017)
- Venture Capital Scholar at G51 Amplify @ G51 Amplify (September 2016 - January 2017)
- Mechanical HVAC Design Engineer @ (May 2011 - August 2014)
- Sales Support Engineer @ Burns Mechanical (June 2010 - March 2011)
- Engineering Intern @ (June 2009 - November 2009)
- Engineering Intern @ SuperPower Inc. (June 2008 - November 2008)
Todd Herman Education
- Boston University
Financial Planning Certificate (Finance and Financial Management Services)
2019-2019 - Boston College Carroll School of Management
Master of Business Administration (MBA) (Corporate Finance & Asset Management Concentration)
2014-2017 - Union College
BS (Mechanical Engineering)
2006-2010 - The Shipley School 2002-2006
Todd Herman Summary
- Todd Herman, based in Boston, MA, US, is currently a Financial Advisor and Financial Planning Specialist at Grimes & Company. Todd Herman brings experience from previous roles at iCapital, LLC, Siharum Advisors, LLC and Vanderweil Engineers. Todd Herman holds a 2019 - 2019 Financial Planning Certificate in Finance and Financial Management Services @ Boston University. Todd Herman has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Todd Herman?
Find contact details for 700 million professionals.
Others Named Todd Herman
Todd Herman
Founder
New York, NY, US
Todd Herman
Owner
Greensboro, NC, US
Todd Herman
Custom Software Engineering Manager
Gainesville, VA, US
Todd Herman
National Account Director
Noblesville, IN, US
Todd Herman
Managing Partner
Oakland charter Township, MI, US
Todd Herman
President and CEO Mint Museum of Art
Charlotte, NC, US
Top Grimes & Company Employees
Michael Grimes
Chief Marketing Officer
Westborough, MA, US
Timothy Rheaume
Financial Advisor
Westborough, MA, US
James Barrett
Financial Advisor
Alton, NH, US
Kevin Grimes
Chief Executive Officer
Needham, MA, US
Jordan Letendre
Financial Advisor
Auburn, MA, US
Joe Benoit
Vice President, Head of Portfolio Operations
Westborough, MA, US
Suzanne Griffin
Controller
Boston, MA, US
Matthew Morse
Chief Investment Officer
Boston, MA, US
Thomas Grimes
Principal, Vice President
Walpole, MA, US
Gerald Connolly
Vice President, Chief Compliance Officer
Massachusetts, United States
Gordon Thomas
Financial Advisor
Westborough, MA, US
Cody Forbush
Financial Advisor
Omaha, NE, US
Sandra Hood
Director of People and Culture
Belmont, MA, US
Sam Cregg
Regional Director
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co