DAVID
HERTER
Principal, has over 30 years of experience as a
corporate banker and trainer. Prior to founding
Herter Associates in 2004, Mr. Herter served as
Director of Credit & Capital Markets Training at
FleetBoston Financial where he was responsible for
developing and delivering credit and finance courses
to over 5,000 credit professionals throughout the
Commercial Bank and Risk Organization. Mr. Herter
ran the bank’s prestigious Corporate Banker Program
that trained incoming undergraduates and MBAs to
become financial analysts, lenders and capital
markets associates for lending units throughout the
bank. As well, he delivered a continuing education
curriculum of over 40 seminars for experienced
lenders.
Prior to joining Credit & Capital Markets Training,
Mr. Herter was a Managing Director and Team Leader
in BankBoston’s Media & Communications Lending Group
with oversight responsibility for the bank’s $1.4
billion Global Cable TV Portfolio. In that capacity
he led the bank’s initiatives with domestic and
Latin American cable companies, cable programmers
and satellite operators. Mr. Herter served as a
senior lender in Media & Communications for nine
years.
Earlier in his commercial banking career, Mr. Herter
was as a Senior Lender in Middle Market New England
serving middle market clients in a broad range of
industries. He also served as a Training Manager in
the bank’s Loan Officer Development Program.
Prior to joining the bank, Mr. Herter taught high
school History and Latin. Mr. Herter earned a
Bachelor of Arts Degree in Economics and Classics
from Bowdoin College and a Masters Degree from Brown
University. David can be reached at
david@herterassociates.com.
MARGARET AKE
Partner, has joined Herter Associates after a
14-year career in teaching at Endicott College in
Beverly, MA. At Endicott Ms. Ake taught a variety of
courses in the general business, accounting, and
entrepreneurship curriculum including: Economics,
Statistics, Finance, Financial Accounting,
Managerial Accounting, Tax Accounting,
Entrepreneurial Finance and Strategy. Ms. Ake also
taught a series of corporate financial training
seminars delivered through contracts at the Graduate
and Professional School. She directed the Case
Writing Program and has had eight business education
case studies published in a variety business
journals. Ms. Ake received the Excellence in
Teaching Award in 2005 and was nominated for the
award for eight consecutive years.
Ms. Ake recently started working with Harvard
Business School Publishing in its Leadership Direct
Program, an innovative, collaborative program that
builds general management capabilities for corporate
clients. Sessions are conducted in a virtual, real
time setting and delivered through today’s
best-in-class virtual classroom technology.
Earlier in her professional career, Ms. Ake worked
for Fidelity Investments in a variety of roles.
Currently, Ms. Ake serves on the Board of Governors
of The Woods Hole Golf Club, as Treasurer and chair
of the Finance Committee, and on the Board of
Directors of the Northeast ARC as fundraising
chairperson. In addition, Ms. Ake regularly travels
with Operation Smile working as a medical records,
statistical reporting, and data outcomes volunteer.
Ms. Ake has participated on missions to Cambodia,
India, Peru, the Dominican Republic, Mexico, and the
Philippines.
Ms. Ake earned her Bachelor of Arts Degree in
Economics and Foreign Languages from University of
Maine and a Masters in Business Administration from
Endicott College. Margaret can be reached at
margaret@herterassociates.com.
LAUREN HERTER
Co-founder, had an 8-year career with BankBoston as
a Middle Market Lender and Workout Specialist. For
five years she tutored Accounting and Finance at
Endicott College in Beverly, Massachusetts. She is
currently the office manager, case writer and
marketing director for Herter Associates. Ms Herter
earned her Bachelor of Arts Degree in Government
from Bowdoin College. She is an active community
volunteer with Habitat for Humanity and The Giving
Tree. Lauren can be reached at
lauren@herterassociates.com.
INSTRUCTIONAL PARTNERSHIPS
Herter Associates maintains an
active relationship with the following financial
education and training firms. David utilizes their
expertise, classroom training and case materials as
a part of several of the programs and seminars
offered.
Harlan Hill -
Hill Financial Educational Services,
Inc.
Michael Pimley -
Pimley &
Pimley, Inc.
Thomas de Roque -
Paragon
Analysis Corporation
|