Adam Herndon

Adam Herndon Email and Phone Number

Vice President, Managed Investment Operations @ PFS Investments
Adam Herndon's Location
Atlanta Metropolitan Area, United States
Adam Herndon's Contact Details

Adam Herndon personal email

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About Adam Herndon

Adam Herndon is a Vice President, Managed Investment Operations at PFS Investments. He possess expertise in microsoft excel, business analysis, project management, research, sales and 17 more skills.

Adam Herndon's Current Company Details
PFS Investments

Pfs Investments

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Vice President, Managed Investment Operations
Employees:
430
Adam Herndon Work Experience Details
  • Pfs Investments
    Vp, Managed Investments Operations
    Pfs Investments Nov 2023 - Present
  • Pfs Investments
    Vice President
    Pfs Investments Feb 2022 - Present
    - Program Manager for PFS, Investments- Lead teams of Business Analyst, Project Managers, Data Analyst, Low Code Developers, and QA Testers- Primary responsibilities were aligning PMO resources to meet company strategic initiatives while designing and maintaining department standards- Responsible for final approval for all projects undertaken by PFS, Investments- Teams utilized Agile and Waterfall methodologies
  • Pfs Investments
    Avp, Business And Data Analysis
    Pfs Investments Oct 2019 - Feb 2022
    - Program Manager for PFS Investments with some Project Management duties- Served as SME for all data request and delivered all data inquiries both internal and external- Led strategic and high-risk projects - Team fielded all data request internal and external. Internal examples include strategic decision projects, sales representative disputes, internal audits, etc. External examples include SEC, FINRA exams, and State Security Commissions
  • Pfs Investments
    Project Manager
    Pfs Investments Jan 2018 - Oct 2019
    Duluth, Ga
    - Managed a team of specialized Analyst that consisted of low code developers, business analyst and data analyst - Data Analyst fulfilled request using SQL and visualization software- Low Code Analyst completed projects in multiple applications: Nautilus (OnBase), Firelight (Insurance Technologies) , PEGA
  • Pfs Investments
    Business Analyst / Data Analyst
    Pfs Investments Aug 2014 - Jan 2018
    Duluth, Ga
    Worked in a dual-responsibility role 50% Data Analyst and 50% Business AnalystAs a Data Analyst - Wrote SQL queries and analyzed / reporter results using software such as MS Excel and Power BI- Created custom MS Access Databases to assist Operations teams to automate manual reports and eliminate manual work routing- Fielded all data and analysis request from FINRA, SEC, State Regulators, etc. as well as Senior ExecutivesAs a Business Analyst- Maintained project portfolio of 10+ projects- Elicited Requirements - Wrote Business Requirements Documents- Lead User Acceptance Testing- Completed Post-Prod evaluations - Conducted user training and wrote training materials for project rollouts
  • Wells Fargo Home Mortgage
    Home Preservation Specialist
    Wells Fargo Home Mortgage Feb 2013 - Aug 2014
    Homewood, Al
    I was the Single Point of Contact for 75+ mortgage accounts in default. I collected, reviewed and submitted income and expense information to assist the mortgage customers in seeking workout options to avoid foreclosure.
  • Family Connection
    Scholar In Action / Database Admin
    Family Connection Jan 2012 - Dec 2012
    Calera, Al
    Mentoring and tutoring at-risk teenagers through the University of Montevallo Falcon Scholars in Action program. I utilized my knowledge of Microsoft Access and SQL to assist in a redesign of their database system. I designed all queries and reports to meet staff needs.
  • Ymca Camp High Harbor
    Head Councilor
    Ymca Camp High Harbor Apr 2003 - Aug 2006
    Lake Burton, Ga

Adam Herndon Skills

Microsoft Excel Business Analysis Project Management Research Sales Social Media Financial Analysis Business Process Improvement Data Analysis Sql Microsoft Office Microsoft Word Outlook Access Teamwork Management Customer Service Leadership Public Speaking Team Leadership Powerpoint Time Management

Adam Herndon Education Details

Frequently Asked Questions about Adam Herndon

What company does Adam Herndon work for?

Adam Herndon works for Pfs Investments

What is Adam Herndon's role at the current company?

Adam Herndon's current role is Vice President, Managed Investment Operations.

What is Adam Herndon's email address?

Adam Herndon's email address is he****@****ail.com

What is Adam Herndon's direct phone number?

Adam Herndon's direct phone number is +133647*****

What schools did Adam Herndon attend?

Adam Herndon attended University Of Alabama At Birmingham, University Of Montevallo.

What skills is Adam Herndon known for?

Adam Herndon has skills like Microsoft Excel, Business Analysis, Project Management, Research, Sales, Social Media, Financial Analysis, Business Process Improvement, Data Analysis, Sql, Microsoft Office, Microsoft Word.

Who are Adam Herndon's colleagues?

Adam Herndon's colleagues are Estuardo Alejandre, Richard Dameron, Graciela L., Abby Latimer, Karen Fletcher-Oleaga, Stephanie L., Michael Downing.

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