Tomas Herrera

Financial Planning Product Specialist at RightCapital

Tomas Herrera is a Financial Planning Product Specialist at RightCapital since March 2025. Prior experience includes serving as a Corporate Treasury Summer Analyst at Cambridge Savings Bank, where responsibilities involved analyzing liquidity positions and preparing financial reports for the Asset Liability Committee. Earlier roles included Pro Shop Attendant at Tunxis Country Club, where event coordination and sales management were key, as well as Logistics & Operations Intern at Bella Rosa International, where delivery planning and database management were performed. Tomas began a professional career as a Store Cashier at Highland Park Market. Education culminated in a Bachelor of Arts in Business Economics from Providence College in May 2024.

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RightCapital

RightCapital leverages technology to make wealth planning easier and more powerful for financial professionals and their clients. The results: greater efficiency, stronger client relationships, and significant business growth.


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51-200

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