Peter Herlan

Peter Herlan has a wealth of experience in various leadership roles within the financial services industry. Currently serving as the Financial Services Principal and Client Lead at Kin + Carta, Peter previously held positions such as Partner and Executive Vice President at Proudfoot, Managing Partner at Andiamo Consulting Services, and Regional Vice President at companies like SocialSurvey and LexisNexis. With a Bachelor of Business Administration degree from San Diego State University, Peter's career spans over two decades in companies like Aon, ADP, and Mitchell International. Additionally, Peter is currently a Member of the Board of Advisors at Keiser University.