Mickey Herbert

Client Service Associate at Procyon Partners

Mickey Herbert, CFP® has a background in marketing, development, and financial services. They have experience in managing practices, providing financial planning services, and assisting clients with investment and risk management products. Mickey has a Master's degree from Yale Divinity School and a Bachelor's degree from Swarthmore College. Currently, they work as a Client Service Associate at Procyon Partners, focusing on financial planning for individuals, families, and businesses. Prior to this, they held roles in marketing and development at St. Thomas Aquinas Catholic School and as a Practice Manager at Barnum Financial Group.

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Previous companies

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Timeline

  • Client Service Associate

    Current role