|
Mr. Herrmann is responsible for developing and monitoring the company's strategy in respect of all business channels. Mr. Herrmann is also President of Loring Ward's Advisor Services division which serves independent investment advisors. Mr. Herrmann has 20 years of financial services industry experience, including having served as Managing Director of the Business Development Group at Wachovia Securities, Senior Vice President and Director of Wealth Management at Prudential Securities, and a variety of roles at Merrill Lynch's U.S. and International Private Client Groups including financial advisor, managing principal, and regional director. He attended Columbia University, is an inaugural recipient of the Investment Management Consultants Association's Wealth Management Certification, and holds the FINRA Series 3, 7, 8, 24, 63, and 65 securities licenses. | 