Verified recordFinancial Services

James Herlein

Chief Financial Officer at Gladstone Wealth Partners

Based in Olathe, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Olathe

Industry

Financial Services

Company size

58

Contact information

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Email

1 credit

j•••••••@gladstonewealth.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About James Herlein

Growth and profit focused leader with experience in M&A, integrations, and all stages of financial and business planning and analytics. I build teams, systems, and processes that turn data into action, and action into revenue. Successful in managing both people and projects from initial idea creation through implementation, monitoring, and ongoing continuous improvement. I am always looking for the next problem to solve, and a better way to solve it. I have led teams made up of financial analysts, accountants, software engineers, and BI professionals with great results. Working with this broad mix of skills has allowed me to approach problems from multiple perspectives, and allows me to help bridge the gap between technical challenges and business challenges.

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James Herlein Email & Phone Number @ Gladstone Wealth Partners | Kipplo Discover