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Bio

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Woody Herman is a seasoned finance expert with 31 years of experience in portfolio management, investments, and financial analysis. He has held senior roles at Citigroup Global Markets and is a director at his own consulting firm. Herman holds degrees from the University of Florida and the University of Miami. With extensive experience in risk management, asset management, and strategic planning, Herman is a sought-after consultant and financial advisor.

Experience

  • self
    • South Florida
    • Director
      • Jul 2008 - Present
      • South Florida

      Consulting for business and individual achievement of goals.

  • Citigroup Global Markets
    • Palm Beach County, Fl
    • Vice President-Investments, retired
      • Mar 1977 - Jun 2008
      • Palm Beach County, Fl

      Portfolio management for individual clients accounts and business accounts. Worked for the firm for over 31 years.

Education

  • Univ. of Fl, Univ. of Miami

Suggested Services

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Industry Focus. “Investment Banking”

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