Brook Herman

Brook Herman, PMP has over 20 years of work experience in the financial industry. From 1998 to 2014, they worked at the Financial Industry Regulatory Authority (FINRA) in various roles such as Regulatory Review Analyst and Disclosure Review Analyst. In these positions, they reviewed forms and documents to ensure compliance with industry rules and regulations. Brook also analyzed information and identified potential problems, taking necessary actions to resolve matters.

Since 2014, Brook has been working at MissionSquare Retirement, where they currently hold the position of Investment Disclosure Manager. In this role, they serve as the project manager and primary point of contact for managing the process and communication required in the Investment Department. Their responsibilities include coordinating department activities, administering and coordinating the department's electronic document library, and contributing to document content.

Previously at MissionSquare Retirement, Brook worked as an Investment Disclosure Specialist. In this role, they served as the project manager and primary point of contact for managing the process and communication required in the Investment Division. Brook was responsible for coordinating and disseminating assignments, coordinating deliverables for various investment-related disclosure and reporting documents, and developing and monitoring project plans.

Brook Herman, PMP obtained their Bachelor's degree in Psychology with a Minor in Education from Marymount University. Brook attended Marymount University from 1992 to 1997. Furthermore, they achieved the Project Management Professional certification from the Project Management Institute in March 2018.