Jeanine M. Herold

Jeanine M. Herold

Plus aucun poste en cours
Consumer Services
Finance

Profil

Ms. Jeanine M.
Herold
, CFP MBA, is Chief Compliance Officer & Financial Advisor at Phillips Financial Management LLC.
Prior to joining Phillips Financial Management in 1998, Ms. Herold worked in the home office of Lincoln National Life Insurance Company for fifteen years in a variety of marketing and product management positions.
She joined the Rotary Club of Fort Wayne (The Downtown Club).
She is also involved with Toastmasters International, currently serving as President of the Summit City Toastmasters Club.
Over the years she has held board and volunteer positions with Easter Seals Arc, Fort Wayne Children's Choir, Philharmonic Friends (as well as participation in the Philharmonic Chorus for several years), and the Allen County Council on Aging.
Ms. Herold holds a Bachelor's Degree from Southern Illinois University and a Master's in Business Administration from Indiana University.
She is also a Certified Financial Planner professional and an Accredited Investment Fiduciary.

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Corporate Officer/Principal -
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