Daniel Herrick Email & Phone Number

Washington, US

Dahlonega, Georgia, US

Non Profit focused on creating communities where people of all abilities are valued, included and empowered. Past Board Chair, currently Strategic Advisor to the Executive Committee

Newark, New Jersey, US

• In my most recent role, I was developing and executing the Platform and Advisory distribution strategy from concept to implementation, aligning with organizational objectives and positioning the Firm for sustained.
• Pioneered the industry's first Insurance Overlay program, embedding it into top-tier TAMP systems and setting precedent for future market strategies.
• Devised foundational strategy for Pru's "Future Growth Initiatives" business, pioneering the novel "Places, Pipes and Hooks" market approach, setting the stage for sustained market leadership and revenue expansion in.
• Acted as Senior Member of consortium of industry leaders pioneering the Data Enablement Task Force to drive adoption of data-driven strategies and digital tools, focusing on enhancing advisor experience and efficiency.
• Collaborated with leading Financial Planning technology firms to establish a critical model for integrating Guaranteed Income capabilities, amplifying financial planning efficacy for Advisors and driving substantial.
• Steered and empowered high-functioning team in executing critical innovation and platform priorities, securing market leadership today while paving the way for future success through pioneering decumulation solutions.

Newark, New Jersey, US

• Leveraging my strong leadership skills, I was steering a high-functioning team of nine senior relationship managers to cultivate and enhance Annuities' third-party distributor relationships across various market.
• Led a team of 9 experienced Relationship Managers, managing and cultivating critical asset management relationships during a pivotal product pivot to Fixed, resulting in a leaner yet stronger portfolio of key.
• Guided team through business model shift, minimizing disruption during transition to comprehensive solutions provider.
• Pioneered a firm-wide strategic direction, fostering innovation and forward-thinking approaches within the team.
• Introduced novel "Partner Scorecard" system to optimize the balance between business growth and risk management, collaborating with Finance, Pricing, Product, and Controls Functions.
• Influenced SIMON Markets, Inc.'s strategic direction, advising on the development of their Annuity business line and fostering strategic partnership with Fidx, Inc, as active Board Member and Key Strategic Partner.

Newark, New Jersey, US

• Here, I was playing a pivotal role as a senior member of the strategic relationship management team, overseeing cultivation and enhancement of the firm's alliance with top-tier financial institutions. I guided the team.
• Elevated firm to the position of Strategic Partner of choice, securing 9% market share with Merrill Lynch and Morgan Stanley.
• Consistently achieved #1 in Sales status for several years, underscoring the effectiveness of relationship management strategies.
• Successfully launched new products, reinforcing the firm's reputation as an innovator and leader in the financial sector.

New York, NY, US

• As a Divisional Sales Manager, I was a "player-coach" leading the eastern divisional specialist team as well as managing the sales and marketing efforts for the Annuity Platform across the Southeast Regions of Morgan.
• Surpassed sales targets, generating over $500M in sales and securing $60M in compensable revenue annually.
• Expanded the network of advisors leveraging Annuity solutions, contributing to the firm's strategic growth.
• Negotiated resource allocation with partners to optimize profitability and investment returns.
• Executed strategic partner collaborations, ensuring Annuities were integral to the retirement planning process.
• Elevated the Annuity Platform's significance within Regional and Divisional Management, establishing as a key business area.

Auckland, AUK, NZ

Boston, MA, US

Auckland, AUK, NZ