Dave Herbert Email and Phone Number
Dave Herbert work email
- Valid
- Valid
- Valid
Dave Herbert personal email
Dave Herbert phone numbers
I am a seasoned financial services executive with a proven track record in business development, change management, and strategic planning. I demonstrate expertise in retail brokerage, channel management, customer service, talent management, and team development. I have extensive experience with | retail branch networks | sales | service | product development | digital channels | risk management | compliance | fixed income | equities | active traders | mutual funds | ETFs | options | stock plan services | retirement | registered investment advisors | I have played key executive leadership roles at three different firms – E*TRADE, Charles Schwab, and Fidelity, during critical transitions in both their business models and customer relationship management approaches. Demonstrated the ability to set a compelling vision, build the strategy, align the resources, drive execution, and deliver results. Building high performing, engaged teams and creating a customer-focused environment are key aspects of my approach to leadership and enduring organizational success.
Carver Edison
View-
Member Board Of DirectorsCarver Edison Sep 2017 - PresentNew York, Ny, UsCarver Edison is a New York City based company that has developed technology to help millions of ordinary people make more money and accumulate long term assets. The company's technology allows employees of publicly traded companies to maximize the number of shares purchased through their ESPP without having more money taken out their paycheck…UNLIKE existing share plan administrators, CE makes sure employees never leave money on the table again.
-
Strategic Advisor/Advisory Board MemberTrade Exchange Group, Inc Jan 2019 - PresentNew York, Ny, UsThe Trade Exchange is a marketplace for trading and investment recommendation services.We provide investors access to verified Stocks, ETF's, Options and Cryptocurrency recommendation services that anyone can follow on our app with 1 Click. Users can securely link any online brokerage account if they would like trade real money. Those that publish investment or trading strategies and are willing to be held accountable for their claims are encouraged to list their strategies for sale on the Exchange. The platform was built to help investors, provider and brokers mutually profit. -
Strategic AdvisorTradeduel Oct 2017 - PresentNew York, UsTradeDuel is a multi-award winning fintech startup that is focused on improving adoption and participation in crypto and stock markets. Founded and developed by finance and gaming experts, our platform brings gamification through virtual trading to the financial markets and offers a cutting edge user experience that is fun, engaging, and rewarding. Offering a wide variety of trading competition games and a fantasy sports-like format, our users enjoy an exciting, yet low risk way to test their skills, gain experience, challenge friends, even to build a verifiable investment/trading track record, or.... just win prizes! The TradeDuel App is available on the Web.....check us out! -
Senior Vice President E*Trade Retail Services, President E*Trade SecuritiesE*Trade Financial Corporation Oct 2015 - Oct 2016UsAs SVP ETRADE Retail Services and President of E*TRADE Securities, I was responsible for all customer-facing facets of the retail brokerage organization including all | digital channels | domestic branch network | customer service | customer call centers | trading | margin operations | product development for the trading, retirement, and investment offerings | Reporting directly to the CEO for E*TRADE Financial, I had responsibility for over 1800 associates in Retail Services located across the US and in the Philippines. As a member of the firm’s Executive Committee I played an integral role in shaping the strategic focus and future direction of the company as well as making the key day to day operating decisions necessary to meet and exceed annual growth goals. In addition, I served on the boards of E*TRADE Securities, E*TRADE Capital Management, and E*TRADE Corporates Services. I was also a voting member on the steering committees for E*TRADE’s Operational Risk and Controls Committee, Enterprise Risk Management Committee and the New Product Review Committee. As President of E*TRADE Securities, I was responsible for all facets of the organization including | retail brokerage | active trader | product development | retirement | digital | fixed income | branch network | call centers | risk management | asset management | sales | service | customer relationship model | -
Senior Vice President Retail Brokerage ServicesE*Trade Financial Corporation Dec 2013 - Oct 2015UsAs Senior Vice President for Retail Customer Service and Distribution I was responsible for business development and the “offline” customer experience delivered by the 1100+ associates in the branch network and customer call centers (2 domestic,1 international). My responsibilities included building a world-class sales and service team while distributing investment products and services to E*TRADE clients and prospects. In support of this objective, requiring significant change management, I put a tremendous emphasis on Talent Management, Leadership team development, and associate training which combined to drive improved Financial Consultant productivity, operational efficiency, and employee engagement.
-
Regional Branch Executive Northeast Region - Charles SchwabCharles Schwab Aug 2003 - Dec 2013Westlake, Texas, UsResponsible for the Northeast Region for Schwab’s Retail Branch Network with ~40 branch locations and 200 Financial Consultants and Customer Service Representatives providing investment services, financial planning, and comprehensive wealth management solutions to retail investors. Overall responsibility for | business development leadership | strategic planning | sales | service delivery | customer experience | risk management | employee development | -
Branch Network SvpFidelity Investments 1991 - 2003Boston, Ma, UsHeld numerous positions over a 12-year tenure with Fidelity including Regional Training Manager(Chicago), Regional Sales Manager(Dallas), Regional Vice President Central Region(Chicago). In 2000, was promoted to SVP for Fidelity’s branch network which also included responsibility for Fidelity’s Private Access and Premium Service Teams focused on delivering high touch relationship management and service to Fidelity’s High Net Worth Customers. Overall responsibility included | strategic planning | business development | risk management | designing and delivering world class customer experience | sales | service | -
Financial ConsultantMerril Lynch Inc Oct 1985 - Oct 1991
Dave Herbert Skills
Dave Herbert Education Details
-
Wittenberg UniversityMajor Accounting/Finance
Frequently Asked Questions about Dave Herbert
What company does Dave Herbert work for?
Dave Herbert works for Carver Edison
What is Dave Herbert's role at the current company?
Dave Herbert's current role is Board Of Directors Carver Edison, Advisory Board for Trade Exchange, and Strategic Advisor for TradeDuel.
What is Dave Herbert's email address?
Dave Herbert's email address is da****@****ade.com
What is Dave Herbert's direct phone number?
Dave Herbert's direct phone number is +164652*****
What schools did Dave Herbert attend?
Dave Herbert attended Wittenberg University.
What skills is Dave Herbert known for?
Dave Herbert has skills like Mutual Funds, Series 7, Wealth Management, Financial Services, Investments, Securities, Leadership, Retirement Planning, Customer Service, Investment Advisory, Asset Allocation, Trading.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial