Bill Herrin has worked in the financial services industry since 1999. From 1999 to 2007, they held the role of Active Trading Sales Specialist at Charles Schwab. From 2007 to 2008, they were the Director of Admissions and Sales Manager at EDMC. From 2008 to 2014, they were the Director of Customer Success and Training at DeMark Analytics LLC, where they were responsible for sales and training of the DeMark proprietary market timing indicators to portfolio managers, traders, analysts, and strategists at some of the world's largest banks, hedge funds, and other institutional investment firms. Bill was primarily responsible for sales to Europe, the Middle East, Africa, and the Americas. Finally, from 2014 to present, they have been the Director of New Business Development at AXA US, where they are responsible for retirement planning, estate planning, wealth management, life insurance, annuities, education funding solutions, family protection, risk management, 401k plans, business protection, and succession planning. Bill also manages a team of up to 13 financial advisors to re-establish relationships with orphan clients.
Bill Herrin received their Bachelor of Arts in Business Administration/Finance from Fort Lewis College in 1997. Bill then went on to receive their Master of Science in Organizational Leadership from South University.
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