James Herlein

James Herlein

Chief Financial Officer at Gladstone Wealth Partners | Olathe, Kansas, United States

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Work Experience

Gladstone Wealth Partners

Chief Financial Officer

2021-12-01 — Present

SelectQuote Insurance Services

Senior Vice President of Finance

2020-12-01 — 2022-01-01

Edelman Financial Engines

CFO, Retail

2019-04-01 — 2020-01-01

Edelman Financial Engines

Interim CFO

2018-10-01 — 2019-04-01

Herlein Design Consulting

Owner

2017-10-01 — Present

Financial Engines

VP of Finance Operations

2015-06-01 — 2018-10-01

Adknowledge

Director of Adtrix Technology

2013-01-01 — 2015-06-01

FreightQuote.com

Manager, Corporate Analytics

2011-04-01 — 2013-01-01

Sprint

Manager: Roaming Settlements and Analysis

2008-10-01 — 2011-04-01

Sprint

Pricing Manager: National Pricing

2007-08-01 — 2008-10-01

Sprint

Pricing Manager: Special Pricing

2004-08-01 — 2007-08-01

Sprint

Access Auditor III

2003-07-01 — 2004-08-01

Amarr Garage Doors

Department Lead

1999-08-01 — 2003-07-01

Dos Hombres

Night Manager

1997-01-01 — 1999-01-01

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