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David Hertl
David Hertl
Assistant Floor Trader | Oppenheimer & Co. Inc.
Columbus, Ohio Metropolitan Area United States, United States
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.
David Hertl
Work Experience
Assistant Floor Trader at
LSEG
January 1991 - August 1991
Branch Manager/Financial Advisor at
Merrill Lynch
June 1992 - August 2000
Financial Advisor/Team Leader at
J.P. Morgan
September 2000 - August 2013
Executive Director - Investments at
Oppenheimer & Co. Inc.
August 2013 - Present
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
***********@opco.com
******@oppenheimer.com
Colleagues
Vice President
Assistant Vice President
Chief Audit Executive
Managing Director - Chief Auditor
Analyst
Senior Tax Accountant
Assistant Vice President, Institutional Performance Analyst
Managing Director - Investments
Managing Director
Financial Consultant