David Hermann

David Hermann Email and Phone Number

Practice Development Manager @ EVEXIAS Health Solutions
Tucson, AZ, US
David Hermann's Location
Tucson, Arizona, United States, United States
David Hermann's Contact Details

David Hermann personal email

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David Hermann phone numbers

About David Hermann

I have been in the industry for 12 years serving in various roles throughout. I spent 15 years in industrial automation before making the move to financial services in 2012 where I now hold the series, 6, 7, 63, 65 as a fiduciary advisor, and also the Chartered Retirement Planning Counselor and Behavioral Advisor designations. Whether it's been working with clients, or teaching other advisers, the focus has always been on financial planning and the value it brings to both parties. Having been and industry leader in financial planning I've seen first hand how that approach can positively impact not only the client, but the advisory practice as well. The planning process allows the client to be more communicative, which in turn allows me to respond more quickly and do better work in areas that matter most. My approach is to partner with clients through a financial planning process that leads to better lifestyles. By entering into relationships with a focus on client goals and the advice needed to achieve them, we are creating a better experience for our clients and ourselves, and delivering on an emotional value proposition not thought of before. This shift in mindset away from the focus on products is our mission and our clients' ultimate value. I equally enjoy helping clients gain peace of mind around their financial situations, and being an entrepreneur in building a sustainable business.Securities offered through FIRST HEARTLAND® CAPITAL, INC. Member FINRA/SIPCAdvisory services offered through First Heartland® Consultants, Inc.Rincon Financial Group, LLC is not affiliated with First Heartland® Capital, Inc.https://www.finra.org/#/ https://www.sipc.org/3801 N Crestwood Pl.Tucson, AZ 85750Additional information can be found at our website: https://www.rinconfinancial.com/Information regarding the qualifications and ethics standards required to be awarded the NAIFA Quality Award can be found here: https://tdc.naifa.org/nqa

David Hermann's Current Company Details
EVEXIAS Health Solutions

Evexias Health Solutions

View
Practice Development Manager
Tucson, AZ, US
Website:
evexias.com
Employees:
173
David Hermann Work Experience Details
  • Evexias Health Solutions
    Practice Development Manager
    Evexias Health Solutions
    Tucson, Az, Us
  • Rincon Financial Group, Llc
    Owner And Advisor
    Rincon Financial Group, Llc Nov 2023 - Present
    Tucson, Az
    Full service financial services company including financial planning, investment management, and insurance sales.
  • Ameriprise Financial Services, Llc
    Branch Manager
    Ameriprise Financial Services, Llc Jul 2022 - Nov 2023
    Tucson, Az
  • Massmutual
    Regional Director Of Advice And Financial Planning
    Massmutual Dec 2018 - Jul 2022
    Greater Chicago Area
  • Videnco Engineering
    Sales And Business Consultant
    Videnco Engineering Jul 2015 - Sep 2021
    Schaumburg, Il
    Responsible for all functions related to company performance and operations including P&L and project management, purchasing, shipping and receiving and operations personnel. Provide oversight and leadership in all departments, but most specifically sales. Ensure the timely production of quality products that meet or exceed customer expectations. Proactively manage departmental metrics that impact cost (e.g., downtime, make-readies, build speed and overall process efficiencies). Ensure compliance with all company policies and procedures. Ensure compliance to customer specs, Identify and implement strategic goals. Foster a team atmosphere, provide vision, and demonstrate support of the company’s core processes. Responsible for day-to-day management of all departments, through the management of supervisory staff, including achieving production goals, managing performance of direct reports, making sound operational decisions, solving problems, and managing conflict. Identify and implement strategic goals and capital projects that ensure growth and continuous improvement in all departments.
  • Massmutual Chicago
    Financial Advisor
    Massmutual Chicago Sep 2015 - Aug 2018
    Chicago
    I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, we can provide innovative solutions through an understandable and thorough planning process to help clients accomplish their financial objectives. Please let me know how I might be able to help you realize your vision of financial security. For additional information, I can be reached at 312-984-3586.
  • Norwestern Mutual
    Financial Representative
    Norwestern Mutual Aug 2013 - Sep 2015
    Downers Grove, Il
    I focused on risk management, tax efficiencies, and wealth accumulations through a comprehensive planning approach.
  • Ifm Efector, Inc.
    Senior Sales Engineer
    Ifm Efector, Inc. Apr 2009 - Aug 2013
    Des Plaines, Illinois
    District sales manager. Responsible for direct sales role as well as development of young sales engineers under my guidance. Focus on key relationships with large OEM customers. Worked closely with home office to implement new sales strategies for entire sales force and to create process for training sales force on new products.
  • Contrinex Usa
    Automotive Industry Coordinator
    Contrinex Usa Jan 2006 - May 2009
    Old Saybrook, Ct
    Direct all aspects of start up automation company including sales and marketing, accounting, logistics, and distribution networkorking within the US automotive market – specifically Ford, GM, Chrysler and Honda. Penetrated corporate networks to establish relationships to allow for a top down approach with spec lists. Responsible for the technical and marketing training of distribution network to gain mind and time share for that network. Focused primarily on distributors with excellent OEM relationships to leverage that network, along with calling on OEM’s directly when needed. Effectively put Contrinex on the automation map in the rust belts of Michigan and Ohio.
  • Contrinex Usa
    Regional Sales Manager
    Contrinex Usa Jun 2003 - May 2009
    Old Saybrook, Ct
    Lead sales initiatives for the Midwest territory of roughly 10 states for a start up US automation company. Managed the distribution network including the hiring and firing of distributors and contract reps within the territory, creating a training program, and ultimately gaining mind share. Responsible for identifying opportunities and creating a forecast and budget based on those observations. This included effectively managing relationships with Switzerland for US logistical purposes and timely deliveries for end user market, working with both end user and OEM markets directly and indirectly, and analyzing and understanding a full market potential within the region.

David Hermann Skills

Strategic Planning Finance Sales Operations Customer Service Contract Negotiation Sales Securities Marketing Leadership Process Improvement New Business Development Business Development Financial Planning Continuous Improvement Management Negotiation Business Process Analysis Sales Management Sales Management Coaching Account Management Business Process Improvement Process Optimization Product Management Risk Management Insurance Team Building Training Systems Analysis Operations Management

David Hermann Education Details

Frequently Asked Questions about David Hermann

What company does David Hermann work for?

David Hermann works for Evexias Health Solutions

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

David Hermann's current role is Practice Development Manager.

What is David Hermann's email address?

David Hermann's email address is dh****@****ual.com

What is David Hermann's direct phone number?

David Hermann's direct phone number is (630)-521*****

What schools did David Hermann attend?

David Hermann attended Northern Illinois University.

What are some of David Hermann's interests?

David Hermann has interest in Anything On Water, Children, Staying Fit, Live Music, Environment, Education, Poverty Alleviation, Camping, Health.

What skills is David Hermann known for?

David Hermann has skills like Strategic Planning, Finance, Sales Operations, Customer Service, Contract Negotiation, Sales, Securities, Marketing, Leadership, Process Improvement, New Business Development, Business Development.

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