Nathaniel R. Herring Jr., Clu® Chfc® Email and Phone Number
Nathaniel R. Herring Jr., Clu® Chfc® work email
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Nathaniel R. Herring Jr., Clu® Chfc® personal email
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Nathaniel R. Herring Jr., Clu® Chfc® phone numbers
I am a State Farm agent and Owner of Herring Insurance and Financial Services serving Florida, Georgia and Alabama. I have extensive experience working with business customers and families to help them plan today so they can prepare for tomorrow. I have more than 20 years of bringing a culture of exceptional service and customer education to communities. I have worked in management positions in a diverse array of financial planning, commercial lending and consumer banking. My expertise also included overseeing the market strategy for a leading financial institution. I grew up in Jacksonville, Florida and graduated from the University of North Florida (UNF) with a Bachelor of Business Administration and Wake Forest University with a Master of Business Administration. I received my financial planner certification from the American College Financial Services.I believes in giving back to the community. I volunteer with many organizations and sit on several boards and committees. I am a trustee member at Beaches Baptist Hospital and on the board of directors for the Jacksonville Chamber of Commerce. I was named a Jacksonville Business Journal 40 under 40 award winner and a UNF fab graduate. My wife and I live at the beach. We have four sons.Here's a Brief Summary of Services Offered: Insurance SolutionsFinancial ServicesLegacy Planning ServicesBusiness Planning ServicesFinancial Literacy
State Farm Agent
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State FarmState Farm Agent Aug 2023 - PresentInsurance 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. -
Director - Wires Payment Service OperationsMufg 2018 - Aug 2023Los Angeles, Ca; San Francisco, Ca; Phoenix, Az; New York, NyIn 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. -
Franchise Operations And DevelopmentOverstock & More 2015 - 2018Jacksonville, Florida AreaI 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. -
Senior Vice President Of OperationsCommunity First Credit Union 2013 - 2015Jacksonville, Florida AreaAs 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. -
Market President, Senior Vice PresidentFifth Third Bank 2008 - 2013Jacksonville, FloridaIn 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. -
Director Of Retail Banking, Senior Vice PresidentWachovia Bank (Now Wells Fargo) 2005 - 2008Georgia And Florida MarketsI 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.
Nathaniel R. Herring Jr., Clu® Chfc® Skills
Nathaniel R. Herring Jr., Clu® Chfc® Education Details
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Master Of Business Administration - Mba -
Management
Frequently Asked Questions about Nathaniel R. Herring Jr., Clu® Chfc®
What company does Nathaniel R. Herring Jr., Clu® Chfc® work for?
Nathaniel R. Herring Jr., Clu® Chfc® works for State Farm Agent
What is Nathaniel R. Herring Jr., Clu® Chfc®'s role at the current company?
Nathaniel R. Herring Jr., Clu® Chfc®'s current role is State Farm Agency Owner Serving Florida, Georgia & Alabama.
What is Nathaniel R. Herring Jr., Clu® Chfc®'s email address?
Nathaniel R. Herring Jr., Clu® Chfc®'s email address is nh****@****mufg.jp
What is Nathaniel R. Herring Jr., Clu® Chfc®'s direct phone number?
Nathaniel R. Herring Jr., Clu® Chfc®'s direct phone number is +190435*****
What schools did Nathaniel R. Herring Jr., Clu® Chfc® attend?
Nathaniel R. Herring Jr., Clu® Chfc® attended Wake Forest University School Of Business, University Of North Florida.
What skills is Nathaniel R. Herring Jr., Clu® Chfc® known for?
Nathaniel R. Herring Jr., Clu® Chfc® has skills like Banking, Management, Portfolio Management, Finance, Loans, Sales, Strategic Planning, New Business Development, Training, Mergers And Acquisitions, Retail Banking, Team Leadership.
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