Nathaniel R. Herring Jr., Clu® Chfc® Email & Phone Number

Insurance Solutions:• Auto Insurance: Coverage options for accidents, theft, liability, and more to protect your vehicle.• Homeowners Insurance: Comprehensive policies to safeguard your home and personal property.• Renters Insurance: Affordable coverage for your belongings and liability protection for renters.• Life Insurance: Term, whole, and universal life insurance products to ensure financial security for your loved ones.• Health Insurance: Plans that provide coverage for medical expenses, helping you and your family stay healthy and secure.• Disability Insurance: Income protection in the event of a disabling injury or illness.Financial Services:• Retirement Planning: Tailored investment strategies to help you plan and save for a secure and comfortable retirement.• Education Savings Plans: Assistance in setting up and managing college savings plans to support your children's educational goals.• Annuities: Offering fixed and variable annuities to provide a steady income stream during retirement.Business Planning Services:• Retirement Plans: Helping businesses set up and manage retirement plans to ensure financial security for employees and business owners.• Business Continuation: Developing strategies to ensure seamless continuation of business operations in the event of unforeseen circumstances.• Key Employee Considerations: Identifying and implementing plans to attract, retain, and protect key employees who are critical to the business's success.• Business Insurance: Customized solutions for small and large businesses, including general liability, property, and workers' compensation.Financial Literacy:• Educational Workshops: Hosting workshops and seminars to educate individuals and businesses on financial management, budgeting, and planning.• Resource Materials: Providing access to a wealth of resources and tools to enhance financial literacy and empower clients to take control of their financial future.

Los Angeles, Ca; San Francisco, Ca; Phoenix, Az; New York, Ny

In this executive position, I execute business and technology plans, operating and capital budgets, disaster recovery initiatives, vendor management strategies, compliance guidelines, and process improvement tactics. My team and I communicate across global trust, retail, wholesale, product management, markets, institutional services, and assets management sectors to safeguard product delivery.

Jacksonville, Florida Area

I applied my communication, leadership, and organizational expertise to develop multiple locations across Southeast region. Communications across franchisor, franchise brokers, suppliers, vendors, financial institutions, and prospective business owners propelled the profitability of retail discount stores that purchase and sell overstock inventory. My efforts produced a prototype of full turn key 11K square foot store.

Jacksonville, Florida Area

As Senior VP of Operations, I directed activities across our branch delivery channel for cash disbursements, loan originations, personnel, risk management, and expense controls for a deposit base of $1.2B. I generated $60M in business loan requests and boosted our consumer loan production run rate from 63% to 117% of budget. The business framework I created led business lenders to establish a quality commercial customer portfolio and manage customer relationships.

Jacksonville, Florida

In this position, I achieved the ranking of highest new bank branch performance across the company. My 125-member mortgage, commercial, non-profit, and private banking team achieved 125% of plan for loans, deposit, and revenue growth. I supervised profitability of regional banking operations with an annual revenue of $22M and deposit base of $850M. I nurtured our FDIC market share from #14 to the #10 spot within North Florida via aggressive client acquisition.

Georgia And Florida Markets

I governed P&L to generate $125M in revenue and oversaw a consumer and small business accounts portfolio worth $3.3B. My territory included 50 centers across five cities. I stimulated work performance of 750 employees and earned a top 25% ranking in retail production and revenue. Because of my success, I was chosen by leaders to mentor Georgia's Retail Leadership Team. My team produced up to $125M in revenue and controlled $3.3B in assets.

Master Of Business Administration - Mba

Bachelor Of Business Administration, Management