David Hermann, Crpc, Bfa
About David Hermann, Crpc, Bfa
David Hermann, CRPC, BFA, is the Regional Director of Advice and Financial Planning at MassMutual in the Greater Chicago Area, focusing on enhancing financial advisors' efficiency and client relationships.
Title
David Hermann is the Regional Director of Advice and Financial Planning at MassMutual, based in the Greater Chicago Area. In this role, he focuses on educating financial advisors to enhance their efficiency and deepen their relationships with clients.
Current Role at MassMutual
Since his appointment at MassMutual, David Hermann has been committed to promoting a client-centric approach. He emphasizes achieving client goals and delivering emotional value, which helps create a better experience for both clients and advisors through targeted advice and relationship-building.
Past Professional Experience
David Hermann has accumulated a diverse range of professional experiences. He worked as a Financial Advisor at MassMutual Chicago from 2015 to 2018. He also served as a Sales and Business Consultant at Videnco Engineering from 2015 to 2021. Prior to these roles, he was a Financial Representative at Northwestern Mutual from 2013 to 2015. Between 2009 and 2013, he worked as a Senior Sales Engineer at ifm efector, Inc., and from 2003 to 2009, he held two positions at Contrinex USA, first as Regional Sales Manager and then as Automotive Industry Coordinator.
Educational Background and Certifications
David Hermann holds a Bachelor's of Science in Industrial Engineering from Northern Illinois University, where he studied from 1993 to 1998. He has also achieved the Chartered Retirement Planning Counselor (CRPC) and Behavioral Financial Advisor (BFA) designations, which certify his expertise in financial planning and counseling.