Preston Hertzog Email & Phone Number

Over the next 18 months, Preston will fill the role of relationship manager. He will complete various administrative duties in this role while focusing on client scheduling and servicing as well as processes and procedures development. Additionally, Preston (who has been investing since he was ten years old) will receive formalized training in S.E.E.D.’s investment management programs while providing general administrative support. Preston comes to S.E.E.D. after spending the past few years as an Employment Training Coordinator for Broome-Tioga Workforce New York. Before that, he worked as a Senior Clerk/Independent Contractor, and Admissions Records Specialist for SUNY Broome Community College. He has a BS in Management with a concentration in Operations Management from Excelsior College and a BS in Industrial Science and Systems Engineering from Binghamton University.With a deep passion for helping others, Preston’s long-term goal is to become a financial planner. Over the next 18 months, and in addition to his primary role and responsibilities, Preston will complete a number of research projects and will matriculate toward professional credentials. Upon a successful 18-month term, we look forward to seeing Preston enter the firm’s financial planner career track.

Listed skills include Management Consulting and Strategic Planning.

• Employment And Training Coordinator

  Broome-Tioga Workforce

  Dec 2013 - Present - Broome-Tioga Workforce