Advisor Services Product Offer Development And Strategy
Current
Sep 2022 - Present
AeroLeads people directory · profile
Tom Herman Email & Phone Number
Advisor Services Wealth Platform Strategy
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor Services Wealth Platform Strategy
Location
Denver Metropolitan Area, United States, United States
Company size
Who is Tom Herman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom Herman is listed as Advisor Services Wealth Platform Strategy at Charles Schwab, a company with 20505 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Tom Herman.
Tom Herman previously worked as Advisor Services Product Offer Development and Strategy at Charles Schwab and Managed Investing Offer Management and Strategy at Charles Schwab. Tom Herman holds Double Major: Bs, Ba from University Of Colorado Boulder - Leeds School Of Business.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Tom Herman. Compare company email patterns before reaching out.
Profile bio
About Tom Herman
Tom Herman is a Advisor Services Wealth Platform Strategy at Charles Schwab. He possess expertise in financial modeling, investments, portfolio management, series 7, alternative investments and 18 more skills.
Listed skills include Financial Modeling, Investments, Portfolio Management, Series 7, and 19 others.
Current workplace
Tom Herman's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
10 roles · 20 years
Tom Herman work experience
A career timeline built from the work history available for this profile.
Managed Investing Offer Management And Strategy
Oct 2021 - Sep 2022
Managed Investing Strategy And Client Experience
Oct 2020 - Oct 2021
Managed Accounts, Alternative Investments And Structured Products Strategy
Jul 2018 - Oct 2020
Senior Team Lead, Sma Product Management
Jul 2016 - Jul 2018
Product Manager, Separately Managed Accounts
Feb 2012 - Jul 2016
Co-Founder
2011 - 2012
~1 yr
Investment Counselor (Financial Advisor), Private Client Group
2010 - 2011
~1 yr
Research Associate, Portfolio Evaluation Group
2007 - 2010
~3 yrs
Marketing Specialist, Institutional Group
2006 - 2007
~1 yr
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
AF
Arleen Fujimoto
Colleague at Charles SchwabDenver, Colorado, United States, United States
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LS
Liza Schklar
Colleague at Charles SchwabAustin, Texas, United States, United States
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AM
Alexander Meissner
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
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EH
Erica Holt
Colleague at Charles SchwabPhoenix, Arizona, United States, United States
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CB
Caitlin Burgess
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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CF
Chase Ferdinandsen, Cfp®
Colleague at Charles SchwabLittleton, Colorado, United States, United States
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KS
Kalpana Siddhantham
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States, United States
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MM
Matthew Mairel
Colleague at Charles SchwabMesa, Arizona, United States, United States
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MR
Mike Ruplinger, Cfp®
Colleague at Charles SchwabGrand Rapids Metropolitan Area, United States
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SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States, United States
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Arleen Fujimoto
Colleague at Charles SchwabDenver, Colorado, United States, United States
View →
LS
Liza Schklar
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
AM
Alexander Meissner
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
View →
EH
Erica Holt
Colleague at Charles SchwabPhoenix, Arizona, United States, United States
View →
CB
Caitlin Burgess
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
CF
Chase Ferdinandsen, Cfp®
Colleague at Charles SchwabLittleton, Colorado, United States, United States
View →
KS
Kalpana Siddhantham
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States, United States
View →
MM
Matthew Mairel
Colleague at Charles SchwabMesa, Arizona, United States, United States
View →
MR
Mike Ruplinger, Cfp®
Colleague at Charles SchwabGrand Rapids Metropolitan Area, United States
View →
SA
Shaylene Anderson
Colleague at Charles SchwabLittleton, Colorado, United States, United States
View →
2 education records
Tom Herman education
Double Major: Bs, Ba
Education record
FAQ
Frequently asked questions about Tom Herman
Quick answers generated from the profile data available on this page.
What company does Tom Herman work for?
Tom Herman works for Charles Schwab.
What is Tom Herman's role at Charles Schwab?
Tom Herman is listed as Advisor Services Wealth Platform Strategy at Charles Schwab.
What is Tom Herman's email address?
AeroLeads has found 1 work email signal at @schwab.com for Tom Herman at Charles Schwab.
Where is Tom Herman based?
Tom Herman is based in Denver Metropolitan Area, United States, United States while working with Charles Schwab.
What companies has Tom Herman worked for?
Tom Herman has worked for Charles Schwab, Rolling Fog Media, and Fisher Investments.
Who are Tom Herman's colleagues at Charles Schwab?
Tom Herman's colleagues at Charles Schwab include Arleen Fujimoto, Liza Schklar, Alexander Meissner, Erica Holt, and Caitlin Burgess.
How can I contact Tom Herman?
You can use AeroLeads to view verified contact signals for Tom Herman at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Tom Herman attend?
Tom Herman holds Double Major: Bs, Ba from University Of Colorado Boulder - Leeds School Of Business.
What skills is Tom Herman known for?
Tom Herman is listed with skills including Financial Modeling, Investments, Portfolio Management, Series 7, Alternative Investments, Mutual Funds, Asset Allocation, and Financial Analysis.
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