Payton Herman
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Payton Herman Email & Phone Number

Financial Consultant with a passion for helping clients achieve financial goals at Fidelity Investments
Location: Castle Rock, Colorado, United States 11 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Fidelity Investments
Role
Financial Consultant with a passion for helping clients achieve financial goals
Location
Castle Rock, Colorado, United States
Company size
10 employees

Who is Payton Herman? Overview

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Quick answer

Payton Herman is listed as Financial Consultant with a passion for helping clients achieve financial goals at Fidelity Investments, a company with 10 employees, based in Castle Rock, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Payton Herman.

Payton Herman previously worked as Financial Consultant at Fidelity Investments and Financial Consultant I at Fidelity Investments. Payton Herman holds Bachelor'S Degree, Business Administration And Management, General from California State University, Northridge.

Company email context

Email format at Fidelity Investments

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Fidelity Investments

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Profile bio

About Payton Herman

Payton Herman is a Financial Consultant with a passion for helping clients achieve financial goals at Fidelity Investments. They possess expertise in microsoft office, customer service, microsoft excel, microsoft word, powerpoint and 22 more skills.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 23 others.

Current workplace

Payton Herman's current company

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Fidelity Investments
Fidelity Investments
Financial Consultant with a passion for helping clients achieve financial goals
Website
fidelity.com
Employees
10
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Company profile
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11 roles

Payton Herman work experience

A career timeline built from the work history available for this profile.

Client Engagement Specialist

Zillow

Seattle, Washington, US

  • Educated real estate professionals on achieving greater efficiency with CRM tools and customer retention.
  • Cultivated relationships with clients by coaching and leveraging knowledge in real estate.
  • Worked in unison with team members in a fast-paced work environment to solve problems and meet organizational objectives.
  • Consistently achieved top metrics and wins among peers.
  • Facilitated team meetings to provide process updates.
Oct 2016 - Aug 2018

Project Coordinator

Rocky'S Masonry Inc.
  • Coordinated projects by assisting with estimating, scheduling, job costing, purchasing, quality control, and customer service.
  • Managed project completion by developing project documentation, managing resources, monitoring project performance, and reporting progress and status of each project.
  • Delivered presentations to clients on project ideas such as design and costs.
  • Cultivated strong partnerships and trust with Superintendents, Managers, and clients.
Jun 2011 - Jun 2016

Interned As An Independent Insurance Agent

Aflac

Columbus, GA, US

  • Required to pass the California Accident and Health Insurance State licensing exam.
  • Conducted hundreds of cold calls.
  • Gave detailed presentations to CEO’s, business owners, managers, and employees about the benefits of Aflac.
  • Recognized for achieving the highest sales during the summer internship.
Jun 2015 - Sep 2015

Server/Cook

Jersey Mike'S Subs

Manasquan, NJ, US

I had to prepare the store for opening which used my skills in time management and organization. I had to use my skills in customer relationships in order to greet and serve customers. I had to use collaboration in order to work with other co workers in order to serve the busy lunch rushes. I also used discipline and dedication to act as a dressing.

Jul 2013 - May 2014
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

NS Niranjan Sreeharsha Nanduri Niranjan Sreeharsha Nanduri Colleague at Fidelity InvestmentsAthlone, Ireland, Ireland View → AM Alexis Morris Alexis Morris Colleague at Fidelity InvestmentsGreater Boston, United States View → KG Karen Garrett Karen Garrett Colleague at Fidelity InvestmentsDerry, New Hampshire, United States, United States View → CW Chris Wood Chris Wood Colleague at Fidelity InvestmentsGrapevine, Texas, United States, United States View → VR Vinayak Raj Urs Vinayak Raj Urs Colleague at Fidelity InvestmentsBengaluru, Karnataka, India, India View → CI Christopher Ingram Christopher Ingram Colleague at Fidelity InvestmentsRoanoke, Texas, United States, United States View → BR Bill Rymer Bill Rymer Colleague at Fidelity InvestmentsWest Boylston, Massachusetts, United States, United States View → DJ David, Jr Beimesch David, Jr Beimesch Colleague at Fidelity InvestmentsTulsa, Oklahoma, United States, United States View → KS Karthikeyan Sundaram Karthikeyan Sundaram Colleague at Fidelity InvestmentsDurham, North Carolina, United States, United States View → AG Angie Garris Angie Garris Colleague at Fidelity InvestmentsChester, Virginia, United States, United States View →
1 education record

Payton Herman education

  • California State University, Northridge
    California State University, Northridge
    General
FAQ

Frequently asked questions about Payton Herman

Quick answers generated from the profile data available on this page.

What company does Payton Herman work for?

Payton Herman works for Fidelity Investments.

What is Payton Herman's role at Fidelity Investments?

Payton Herman is listed as Financial Consultant with a passion for helping clients achieve financial goals at Fidelity Investments.

Where is Payton Herman based?

Payton Herman is based in Castle Rock, Colorado, United States while working with Fidelity Investments.

What companies has Payton Herman worked for?

Payton Herman has worked for Fidelity Investments, Zillow, Rocky'S Masonry Inc., Aflac, and Jersey Mike'S Subs.

Who are Payton Herman's colleagues at Fidelity Investments?

Payton Herman's colleagues at Fidelity Investments include Niranjan Sreeharsha Nanduri, Alexis Morris, Karen Garrett, Chris Wood, and Vinayak Raj Urs.

How can I contact Payton Herman?

You can use AeroLeads to view verified contact signals for Payton Herman at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Payton Herman attend?

Payton Herman holds Bachelor'S Degree, Business Administration And Management, General from California State University, Northridge.

What skills is Payton Herman known for?

Payton Herman is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Powerpoint, Research, Social Media, and Management.

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