Dave Herron

Dave Herron Email and Phone Number

Senior Vice President InspereX @ InspereX
Dave Herron's Location
Greer, South Carolina, United States, United States
Dave Herron's Contact Details

Dave Herron personal email

n/a

Dave Herron phone numbers

About Dave Herron

Dynamic Regional Sales Consultant with over 20 years’ experience in the sales and distribution of mutual funds, separately managed accounts, and structured products to include buffered notes and market linked CD’s. Strong expertise in business development, relationship building and territory management as a Senior Vice President with outstanding long term industry experience working with banks and various wire house channels including, Truist, Wells Fargo, UBS, Merrill Lynch, Raymond James and LPL. Entire distribution career has been in the Carolinas and Tennessee.

Dave Herron's Current Company Details
InspereX

Insperex

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Senior Vice President InspereX
Dave Herron Work Experience Details
  • Insperex
    Senior Vice President
    Insperex Dec 2014 - Present
    Chicago, Il, Us
    View
  • Sterling Capital Management Llc
    Director
    Sterling Capital Management Llc Jan 2004 - Jun 2014
    Charlotte, Nc, Us
    Establish and maintain advisor and client relationships to generate assets and revenue in North Carolina, South Carolina, East Tennessee and Georgia. Interact with clients and new prospects by personal meetings, conferences, seminars, client events and telephone calls. Maintain market knowledge and insight serving as a valued resource and partner for Registered Investment Advisors and Financial Service Professionals with solid investment solutions. Tracked activities in the Customer Relationship Management system and maintained focus on achieving sales goals. Develop programs to expand public and industry awareness to the company’s investment solutions and strategies.
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Dave Herron Skills

Mutual Funds Investments Portfolio Management Sales Equities Finance Financial Analysis Banking Fixed Income Customer Service Business Development Risk Management Insurance Microsoft Excel Strategic Planning Budgets Public Speaking Marketing Powerpoint Microsoft Office Microsoft Word Outlook Research English Negotiation Marketing Strategy

Dave Herron Education Details

  • The Ohio State University
    The Ohio State University
    General

Frequently Asked Questions about Dave Herron

What company does Dave Herron work for?

Dave Herron works for Insperex

What is Dave Herron's role at the current company?

Dave Herron's current role is Senior Vice President InspereX.

What is Dave Herron's email address?

Dave Herron's email address is da****@****tal.com

What is Dave Herron's direct phone number?

Dave Herron's direct phone number is +131237*****

What schools did Dave Herron attend?

Dave Herron attended The Ohio State University.

What are some of Dave Herron's interests?

Dave Herron has interest in Hiking And 3 Amazing Children, Boating, Children, Social Services, Economic Empowerment, Education, Health.

What skills is Dave Herron known for?

Dave Herron has skills like Mutual Funds, Investments, Portfolio Management, Sales, Equities, Finance, Financial Analysis, Banking, Fixed Income, Customer Service, Business Development, Risk Management.

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