Gerald J. Herbison

Gerald J. Herbison

DBA, ChFC®, CASL®, CFP®, CLF®

Faculty Member Gerry Heribson Landscape Photo

Assistant Professor of Management

CLF® Program Director

George Joseph/Richard Liddy Chair in Field Leadership and Practice Management

Areas of Expertise:

Agent and Management Training, Leadership, Practice Management, Training and Development

BS, Ithaca College
MSM, The American College of Financial Services
DBA, Wilmington University

About

Gerald “Gerry” Herbison, DBA, is Assistant Professor of management, CLF® Program Director, and the George Joseph/Richard Liddy Chair in field leadership and practice management at The American College of Financial Services. Herbison served four years as Vice President of Sales in the marketing division of The College before joining the academic division as a faculty member. 

Herbison previously worked as a registered representative, investment advisor, and regional vice president for AXA.  During his ten-year tenure with the company, Herbison was honored as an Elite Regional Vice President.

Herbison has a Bachelor of Science degree in Corporate Communications from Ithaca College with an emphasis on training design. In addition to holding the Certified Financial Planner® (CFP®), Herbison earned the following designations from The American College: Chartered Financial Consultant® (ChFC®) in 1998, Chartered Advisor for Senior Living® (CASL®) in 2005, and Chartered Leadership Fellow® (CLF®) in 2010. He also completed The College’s Master of Science in Management (MSM) degree in 2008. In 2013, Herbison completed his doctoral degree in business administration at Wilmington University.

Courses

GS 840 Building and Managing the Financial Advisory Practice

HS 334 Estate Planning Applications

HS 373 Practice Management Concepts

HS 381 Integrated Leadership Practices

HS 382 Leadership in a Changing World

HS 384 Creative Problem Solving and Planning

HS 386 Field Management Seminar

HS 347 Contemporary Applications in Financial Planning