Adam Herndon Email and Phone Number
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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.
Pfs Investments
View- Website:
- practicallogic.com.au
- Employees:
- 430
-
Vp, Managed Investments OperationsPfs Investments Nov 2023 - Present -
Vice PresidentPfs 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 -
Avp, Business And Data AnalysisPfs 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 -
Project ManagerPfs Investments Jan 2018 - Oct 2019Duluth, 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 -
Business Analyst / Data AnalystPfs Investments Aug 2014 - Jan 2018Duluth, GaWorked 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 -
Home Preservation SpecialistWells Fargo Home Mortgage Feb 2013 - Aug 2014Homewood, AlI 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. -
Scholar In Action / Database AdminFamily Connection Jan 2012 - Dec 2012Calera, AlMentoring 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.
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Head CouncilorYmca Camp High Harbor Apr 2003 - Aug 2006Lake Burton, Ga
Adam Herndon Skills
Adam Herndon Education Details
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Management Information Systems, General -
Business Administration And Management, General
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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