David Herlihy

David Herlihy Email and Phone Number

Director -Advisory Group, Head of Strategic Referral Programs @ CAPTRUST
Boston, MA, US
David Herlihy's Location
Boston, Massachusetts, United States, United States
David Herlihy's Contact Details

David Herlihy personal email

n/a
About David Herlihy

An experienced financial service executive with 20+ years of experience in a variety of financial areas including wealth management, financial planning, retirement planning, financial wellness, and overall participant engagement. Specialties:|Wealth Management | Financial Planning |Investments | Retirement Planning | Portfolio Management | Retirement | Pooled Employer Plans | Financial Wellness | Participant Engagement |

David Herlihy's Current Company Details
CAPTRUST

Captrust

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Director -Advisory Group, Head of Strategic Referral Programs
Boston, MA, US
Website:
captrust.com
Employees:
1713
Company phone:
(919) 870-6822
Company email:
info@captrustadvisors.com
David Herlihy Work Experience Details
  • Captrust
    Director -Advisory Group, Head Of Strategic Referral Programs
    Captrust
    Boston, Ma, Us
    View
  • Captrust
    Director -Advisory Group
    Captrust May 2024 - Present
    Raleigh, Nc, Us
    View
  • Slavic401K
    Senior Vice President
    Slavic401K Jan 2021 - Jan 2024
    Boca Raton, Fl, Us
    Responsible for Wealth Management, Financial Wellness, Participant Rollovers, and Pooled Employer Plans
    View
  • Fidelity Investments
    Senior Vice President, Managing Director Bank And Retirement Segments
    Fidelity Investments Jan 2015 - Dec 2020
    Boston, Ma, Us
    View
  • Fidelity Investments
    Vice President, Relationship Management For The Bank Segment
    Fidelity Investments Mar 2007 - Dec 2014
    Boston, Ma, Us
    View
  • Investors Bank & Trust
    Director
    Investors Bank & Trust 2002 - 2007
  • Wheelhouse Corporation
    Vice President
    Wheelhouse Corporation 2000 - 2002
  • Sap
    Senior Account Executive
    Sap 1998 - 2000
    Walldorf, Bw, De
    View

David Herlihy Skills

Financial Services Investments Relationship Management Mutual Funds Series 7 Securities Series 63 Wealth Management Banking Portfolio Management Asset Allocation Hedge Funds Equities Alternative Investments Fixed Income Asset Management Asset Managment Series 24

David Herlihy Education Details

  • St. Lawrence University
    St. Lawrence University

Frequently Asked Questions about David Herlihy

What company does David Herlihy work for?

David Herlihy works for Captrust

What is David Herlihy's role at the current company?

David Herlihy's current role is Director -Advisory Group, Head of Strategic Referral Programs.

What is David Herlihy's email address?

David Herlihy's email address is da****@****ity.com

What schools did David Herlihy attend?

David Herlihy attended St. Lawrence University.

What skills is David Herlihy known for?

David Herlihy has skills like Financial Services, Investments, Relationship Management, Mutual Funds, Series 7, Securities, Series 63, Wealth Management, Banking, Portfolio Management, Asset Allocation, Hedge Funds.

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