Sue Herman
Administrative Associate at Pence Wealth
Based in Santa Ana, United States
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Seniority
Staff
Department
General Business & Management
Location
Santa Ana
Industry
Financial Services
Company size
18
Contact information
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s•••••••@pencewealthmanagement.com
Phone
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Background
About Sue Herman
Previously employed as an Administrative Assistant in the legal and non-legal fields. I am open to many different fields of opportunities. I have sought new challenges where I can utilize my learned assets. I remain organized and focused. As a strong asset, I am extremely detail oriented, plus I work well with numbers. I learn quickly, execute reliability, and adapt to situations while working and communicating with my peers and supervisors. My employment positions have favored me to access variety in my daily routines! • The financial consultants of Pence Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA/SIPC, please refer to ‘Contact Info’ section. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Linh Pollack
Special Projects Manager Executive Assistant to Chief Investment Officer · Other
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