With work experience over ten years, Zachary is nowadays working at United Advisors based in 285 as a Director of Advisor Services. Zachary received his education from 2004 to 2008 at the Marist College. This professional is a certified expert, proven by the following certifications: License 255324 This professional lives in New York, New York. To contact with Zachary, you can look for their phone number or e-mail address or get further info by requesting access to the person's further details on this webpage.
Name variants:
Zachariah Herring,
Zacharias Herring,
Zackary Herring,
Zack Herring,
Zacky Herring,
Zach Herring
Contact Information
Workplace
Colleagues
Work History
Director of Advisor Services
1715 Indian Wood Circel SUITE 200, Maumee, OH
I assist Financial Advisors who transition their books of business from a wire house model to an independent model. I also assist our existing advisors in any way possible.
from Sep 2014
Education
2004 — 2008
Occupations
Executive
Director
Advisor
Artist
Model
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Financial Planning
Portfolio Management
Financial Services
Wealth Management
Financial Analysis
Retirement Planning
Risk Management
Insurance
Asset Management
FAQs about Zachary Herring
What is the main profession of Zachary Herring?
This professional's job is Director of Advisor Services
What are the main profession of This expert?
These person's professions are Executive and Director
Where does Zachary Herring currently live?
New York, New York is the place where Zachary Herring lives
Where did Zachary Herring work?
Zachary Herring worked at United Advisors.
What education does Zachary Herring have?
Zachary studied at the Marist College from 2004 to 2008.
What are the certifications of Zachary Herring?
The professional received the following certifications: License 255324.
What is professional industry that Zachary Herring is connected to?
This person works in Financial Services industry.
What are professional skills of Zachary Herring?
Zachary has the following skills: Investments, Financial Planning, Portfolio Management, Financial Services, Wealth Management, Financial Analysis, Retirement Planning, and Risk Management.