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David Hertl

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David Hertl

Assistant Floor Trader | Oppenheimer & Co. Inc.

Columbus, Ohio Metropolitan Area United States, United States

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David Hertl

Summary

David Hertl is an accomplished Executive Director in the investments sector with over 34 years of experience, primarily focused on advising high-net-worth individuals and managing institutional retirement plans. His career began on the London Stock Exchange, where he honed his skills in financial markets before transitioning to prominent roles at Merrill Lynch and J.P. Morgan. At Oppenheimer & Co., he leads a dedicated team that emphasizes comprehensive financial planning, including stocks, bonds, and various investment vehicles. Beyond his professional achievements, David is also passionate about community service, having received accolades for his contributions to scouting. He is an avid advocate for financial literacy and has earned multiple FINRA registrations, showcasing his commitment to the highest standards in the industry. David balances his professional life with family, enjoying time with his wife and two sons in Pickerington, Ohio. His expertise in finance is complemented by a strong educational foundation from Boston University, where he earned a degree in Business Administration with a focus on Finance and Economics.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

David Hertl

Work Experience

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Assistant Floor Trader at

LSEG

January 1991 - August 1991

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Branch Manager/Financial Advisor at

Merrill Lynch

June 1992 - August 2000

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Financial Advisor/Team Leader at

J.P. Morgan

September 2000 - August 2013

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Executive Director - Investments at

Oppenheimer & Co. Inc.

August 2013 - Present

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David Hertl

Education

Boston University, Bachelor of Science, Business Administration, Finance/Economics

Frequently Asked Questions about David Hertl

What is David Hertl email address?

David Hertl's primary email address is ***********@opco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does David Hertl work for?

David Hertl is a Assistant Floor Trader at Oppenheimer & Co. Inc..

Where David Hertl graduated from?

David Hertl holds a degree in null from Boston University.

How can I directly contact David Hertl?

To contact David Hertl directly, you can use the email address ***********@opco.com. Complete contact information is available upon registration with Muraena.

Who is David Hertl?

David Hertl is an accomplished Executive Director in the investments sector with over 34 years of experience, primarily focused on advising high-net-worth individuals and managing institutional retirement plans. His career began on the London Stock Exchange, where he honed his skills in financial markets before transitioning to prominent roles at Merrill Lynch and J.P. Morgan. At Oppenheimer & Co., he leads a dedicated team that emphasizes comprehensive financial planning, including stocks, bonds, and various investment vehicles. Beyond his professional achievements, David is also passionate about community service, having received accolades for his contributions to scouting. He is an avid advocate for financial literacy and has earned multiple FINRA registrations, showcasing his commitment to the highest standards in the industry. David balances his professional life with family, enjoying time with his wife and two sons in Pickerington, Ohio. His expertise in finance is complemented by a strong educational foundation from Boston University, where he earned a degree in Business Administration with a focus on Finance and Economics.

David`s contact details

mail

***********@opco.com

******@oppenheimer.com

Colleagues

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Leland Gershell

Vice President

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Leon Molokie

Assistant Vice President

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Gerard Lanci

Chief Audit Executive

Gerard Lanci

Managing Director - Chief Auditor

Henry Kim

Analyst

Seiko Morohashi

Senior Tax Accountant

Stefan Petses

Assistant Vice President, Institutional Performance Analyst

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Darryl J Lynch

Managing Director - Investments

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Norma Bowdren

Managing Director

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Mark Wickard

Financial Consultant

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