Mitch Herman

Mitch Herman currently serves as Managing Director and Head of Client Reporting Operations at RBC Wealth Management, a position held since December 2024. Prior experience includes Vice President of Product Management - Client Onboarding at Broadridge from July 2019 to December 2024, and Vice President at E*TRADE from August 2018 to June 2019. At Morgan Stanley, from February 2006 to August 2018, Mitch held the title of Executive Director and was a Senior Business Owner focusing on client and field experience initiatives, including the development of electronic and physical client communications. Prior roles include Vice President - Program Management Officer at JP Morgan Chase and Senior Vice President at Wachovia Securities. Educational qualifications include a JD from Tulane University Law School and a BA with Honors in History from Tulane University.