Dave Herbert

Dave Herbert is an accomplished financial services executive with extensive experience in retail brokerage and investment management. Currently serving on the Board of Directors for Carver Edison, Dave has played a key role in developing technology that optimizes employee stock purchase plans. In addition, Dave acts as a Strategic Advisor for both Trade Exchange Group, Inc. and TradeDuel, focusing on trading and investment recommendation services and enhancing market participation through gamification. Previously, Dave held senior leadership positions at E*TRADE Financial Corporation, Charles Schwab, Fidelity Investments, and Merrill Lynch, where responsibilities included overseeing large teams, driving business development, and managing customer service operations. Dave holds a Bachelor’s degree in Accounting/Finance from Wittenberg University.