Heather C. Email & Phone Number
Wealth Management Advisor, First Vice President @ Merrill Lynch
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Heather C. Location
- Worcester, MA, US
Heather C. Work
- 2025 - now Wealth Management Advisor, First Vice President @
- 2013 - now Wealth Management Advisor, Vice President @
- 2006 - 2013 Senior Financial Advisor, Assistant Vice President and Investments @
- 2004 - 2006 Financial Advisor @ Patriot Financial Group, LLC
- 2002 - 2003 Export Service and Pricing @
- 2001 - 2001 Intern @
Heather C. Education
- Quinnipiac University 2015 - 2017
- American College 2011
- College for Financial Planning® 2009 - 2009
- University of Tampa - John H. Sykes College of Business 1998 - 2002
- Saint Louis University-Madrid Campus 2000 - 2000
Heather C. Skills
- Mutual Funds
- Investment Advisory
- Retirement Planning
- Wealth Management
- Asset Management
- Securities
- Investments
- Investment Strategies
- Finance
- Strategic Financial Planning
- Financial Advisory
- Alternative Investments
- Asset Allocation
- Retirement
- Financial Planning
- Estate Planning
Heather C. Summary
- Heather C., based in Worcester, MA, US, is currently a Wealth Management Advisor, First Vice President at Merrill Lynch. Heather C. brings experience from previous roles at Merrill Lynch, Patriot Financial Group, LLC and CP Ships, Ltd.. Heather C. holds a 2015 - 2017 Quinnipiac University. With a robust skill set that includes Mutual Funds, Investment Advisory, Retirement Planning, Wealth Management, Asset Management and more. Heather C. has 1 emails and 1 mobile phone numbers on RocketReach.
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