Avp/ Associate Director Of Retirement Programs
Current
May 2019 - Present
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Terry Hermann Email & Phone Number
AVP/ Associate Director of Retirement Programs
at
Invesco US
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
AVP/ Associate Director of Retirement Programs
Location
New York City Metropolitan Area, United States
Company size
Who is Terry Hermann? Overview
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Quick answer
Terry Hermann is listed as AVP/ Associate Director of Retirement Programs at Invesco US, a with 4764 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Terry Hermann.
Terry Hermann previously worked as Assistant Vice President, Retirement Programs at Oppenheimerfunds and Individual Retirement Product Manager at Oppenheimerfunds. Terry Hermann holds Bachelor Of Science (B.S.), Economics from Wagner College.
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Email format at Invesco US
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Invesco US
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Profile bio
About Terry Hermann
Innovative and forward-thinking client centric retirement professional who is adept at identifying and implementing holistic strategies that integrate and expand key concepts to support distribution of products. Key strengths include developing and maintaining strong partnerships with a keenness for identifying cross-selling opportunities.
Current workplace
Terry Hermann's current company
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6 roles
Terry Hermann work experience
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Assistant Vice President, Retirement Programs
Current
Jan 2019 - Present
Individual Retirement Product Manager
CurrentManage and promote various retirement products: solo 401(k), solo DB, IRA, SIMPLE, SEP, SARSEP, Profit-sharing and Money Purchase Pension plans.
Oct 2011 - Present
Retirement Product Manager
Developed and promoted impactful retirement educational collaterals for financial advisors, plan sponsors and plan participants using all communications medium.
Jan 2006 - Oct 2011
Client Relationship Manager, Supervisor
> Managed team of five Client Relationship Managers to enhance plan sponsor and financial advisor servicing and coached on identifying cross selling opportunities.> Evaluated and executed asset retention programs such as rollovers campaigns and Annual Plan Reviews.> Launched OppenheimerFunds Elite Financial Advisor program and developed procedures for evaluating new plans.> Liaison for internal and external wholesalers during the pre-sale process as the technical expert to provide retirement plan product knowledge.
Apr 2003 - Feb 2006
Client Realtionship Manager
Apr 1999 - Apr 2003
1 education record
Terry Hermann education
FAQ
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What company does Terry Hermann work for?
Terry Hermann works for Invesco US.
What is Terry Hermann's role at Invesco US?
Terry Hermann is listed as AVP/ Associate Director of Retirement Programs at Invesco US.
Where is Terry Hermann based?
Terry Hermann is based in New York City Metropolitan Area, United States while working with Invesco US.
What companies has Terry Hermann worked for?
Terry Hermann has worked for Invesco Us and Oppenheimerfunds.
How can I contact Terry Hermann?
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What schools did Terry Hermann attend?
Terry Hermann holds Bachelor Of Science (B.S.), Economics from Wagner College.
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