AeroLeads people directory · profile
Jon Hermann Email & Phone Number
Investment Operations Manager
at
Equitybee
1 work email found
@equitybee.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Operations Manager
Location
Denver Metropolitan Area, United States
Company size
Who is Jon Hermann? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jon Hermann is listed as Investment Operations Manager at Equitybee, a with 62 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at equitybee.com and a matched LinkedIn profile for Jon Hermann.
Jon Hermann previously worked as Senior Investment Operations Associate at Equitybee and Senior Investment Operations Associate at Equitybee. Jon Hermann holds Bachelor Of Science (B.S.), Political Science And Government from University Of Central Missouri.
Company email context
Email format at Equitybee
This section adds company-level context without repeating Jon Hermann's masked contact details.
{first}@equitybee.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jon Hermann. Compare company email patterns before reaching out.
Profile bio
About Jon Hermann
Adaptive, diligent and highly analytical professional comfortable with fast-paced, high-pressure multitasking in which client satisfaction is central. Pragmatic and forward thinking in the workplace, being proactive and attentive to clients’ needs and concerns. Consistently proven excellence in applying my training and experience to resolving complex client issues within relevant procedures, statutes and regulations.
Listed skills include Financial Services, Investment Brokerage, Trading, Process Improvement, and 30 others.
Current workplace
Jon Hermann's current company
Company context helps verify the profile and gives searchers a useful next step.
Equitybee
8 roles
Jon Hermann work experience
A career timeline built from the work history available for this profile.
Senior Investment Operations Associate
Investment Operations Manager
Senior Investment Operations Associate
May 2022 - Aug 2024
Investment Operations Associate
Oct 2021 - May 2022
Trading Representative
Aug 2018 - Oct 2021
Institutional Client Services Representative
• Provided direction to Institutional Financial Advisors and Retail clients using the platform.• Creatively and conveniently resolved any issues FAs and clients encountered. • Replied to inquiries concerning Folio’s investment products and services.• Initiated trades, distributions or transfers on behalf of clients.
Sep 2017 - Aug 2018
Brokerage Trade Desk & Brokerage Services Associate
Brokerage Trade Desk Associate• Initiated equity, fixed income, mutual fund, UIT and alternative investment trades with diligence and accuracy. • Provided direction and assistance to Financial Advisors with correcting securities orders entered in error. This includes initiating the correcting trades and calculating market exposure. • Reviewed Financial Advisor initiated trades for suitability and accuracy before execution. • Reviewed variable annuity orders for completeness and approved the orders for carrier submission.Brokerage Operations Associate• Provided Financial Advisors and clients with extensive brokerage account support. • Resolved complex new account, asset transfer, cashiering, trading and tax reporting inquiries• Developed and maintained custom brokerage guides, job aides and email templates for quick reference, as well as training.• Frequently praised by advisors and clients for conveying complex principles and rules in an easily understandable and courteous manner.Client Services Associate• Reviewed various client financial requests for completeness and accuracy.• Provided instruction to financial advisors in completing or correcting client requests.• Processed requests within company systems at a high degree of accuracy and efficiency.
Oct 2014 - Sep 2017
Team & coworkers
Colleagues at Equitybee
Other employees you can reach at equitybee.com. View company contacts for 62 employees →
GT
George Torounidis
Colleague at EquitybeeNew York City Metropolitan Area, United States
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TS
Tamar Shtofman
Colleague at EquitybeeTel Aviv-Yafo, Tel Aviv District, Israel
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SB
Shira Ben-David
Colleague at EquitybeeIsrael
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MW
Mitchell Wade
Colleague at EquitybeeDenver Metropolitan Area, United States
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TH
Tal Huberman
Colleague at EquitybeeTel Aviv District, Israel
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AZ
Adi Zalcman
Colleague at EquitybeeTel Aviv-Yafo, Tel Aviv District, Israel
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GE
Guy Elbaz
Colleague at EquitybeeIsrael
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TB
Tal Bar-On
Colleague at EquitybeeHaifa, Haifa District, Israel
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AZ
Adi Zentner
Colleague at EquitybeeIsrael
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BG
Bruno Guedes
Colleague at EquitybeePalo Alto, California, United States
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George Torounidis
Colleague at EquitybeeNew York City Metropolitan Area, United States
View →
TS
Tamar Shtofman
Colleague at EquitybeeTel Aviv-Yafo, Tel Aviv District, Israel
View →
SB
Shira Ben-David
Colleague at EquitybeeIsrael
View →
MW
Mitchell Wade
Colleague at EquitybeeDenver Metropolitan Area, United States
View →
TH
Tal Huberman
Colleague at EquitybeeTel Aviv District, Israel
View →
AZ
Adi Zalcman
Colleague at EquitybeeTel Aviv-Yafo, Tel Aviv District, Israel
View →
GE
Guy Elbaz
Colleague at EquitybeeIsrael
View →
TB
Tal Bar-On
Colleague at EquitybeeHaifa, Haifa District, Israel
View →
AZ
Adi Zentner
Colleague at EquitybeeIsrael
View →
BG
Bruno Guedes
Colleague at EquitybeePalo Alto, California, United States
View →
1 education record
Jon Hermann education
-
University Of Central Missouri
FAQ
Frequently asked questions about Jon Hermann
Quick answers generated from the profile data available on this page.
What company does Jon Hermann work for?
Jon Hermann works for Equitybee.
What is Jon Hermann's role at Equitybee?
Jon Hermann is listed as Investment Operations Manager at Equitybee.
What is Jon Hermann's email address?
AeroLeads has found 1 work email signal at @equitybee.com for Jon Hermann at Equitybee.
Where is Jon Hermann based?
Jon Hermann is based in Denver Metropolitan Area, United States while working with Equitybee.
What companies has Jon Hermann worked for?
Jon Hermann has worked for Equitybee, E*Trade Advisor Services, Folio Investing, and Waddell & Reed.
Who are Jon Hermann's colleagues at Equitybee?
Jon Hermann's colleagues at Equitybee include George Torounidis, Tamar Shtofman, Shira Ben-David, Mitchell Wade, and Tal Huberman.
How can I contact Jon Hermann?
You can use AeroLeads to view verified contact signals for Jon Hermann at Equitybee, including work email, phone, and LinkedIn data when available.
What schools did Jon Hermann attend?
Jon Hermann holds Bachelor Of Science (B.S.), Political Science And Government from University Of Central Missouri.
What skills is Jon Hermann known for?
Jon Hermann is listed with skills including Financial Services, Investment Brokerage, Trading, Process Improvement, Investments, Brokerage, Finance, and Customer Satisfaction.
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