Sommer Herman

Sommer Herman
Senior Manager, Financial Firm Client Solutions and CE Relations

(877) 794-9448, x714
(440) 385-7990 Direct

Sommer Herman joined AI Insight in 2012. Her primary responsibilities include onboarding new broker dealers, serving as a member of the Customer Care and Quality Assurance teams and fulfilling the role of SalesForce administrator.

Sommer has 13 years of experience in the financial services industry. She began her professional career in 1998 when she joined Smith Barney as a Financial Assistant. Over a three-year period, Sommer worked with clients of various economic backgrounds and learned the intricacies of investment management and financial planning. In 2001, she accepted a Senior Registered Associate position with Merrill Lynch, where she gained greater exposure to the investment industry. She was responsible for assisting, coordinating and implementing all aspects of clients’ financial plans. She also supervised the operational functions and client servicing provided by the team, including orchestrating coordination of each client’s specific service needs with individual specialists throughout Merrill Lynch – including financial planning, lending services, educational funding, retirement plans and stock option exercises.

Sommer holds FINRA Series 7, 63 and 65 licenses. She currently resides in Ohio with her husband and three sons.

Visit Sommer Herman on LinkedIn.