Herter Associates, LLP

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About Us


DAVID HERTER

David Herter, Principal, has had a 22 year career in corporate banking. Most recently, he 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 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.


LAUREN HERTER

Lauren had an 8 year career with BankBoston as Middle Market Lender and Workout Specialist. For 5 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. 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

 

 

         

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