Heather Corcoran Email & Phone Number
Wealth Advisor Platform Consultant @ Sunrise PACE
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Heather Corcoran Location
- Vancouver, BC, CA
Heather Corcoran Work
- 2025 -now Wealth Advisor Platform Consultant @
- 2024 -2025 Business Development Associate @
- 2023 -2023 Associate Vice President. Corporate Development, Western Canada @
- 2023 -2023 Free Agent! @ Freelance
- 2019 -2023 Vice President, Advisor Relations @
- 2018 -2019 Senior Manager, Business Development @ CareVest Mortgages Inc.
- 2014 -2018 Vice President, Western Sales @
- 2004 -2014 Vice President, Corporate Business Development @
- 1999 -2004 Regional Sales Manager @ Sentry Select Capital
Heather Corcoran Education
- Canadian Securities Institute
Heather Corcoran Skills
- Banking
- Business Analysis
- Business Development
- Strategy
- New Business Development
- Microsoft Word
- Retirement Planning
- Wealth Management
- Relationship Management
- Strategic Financial Planning
- Financial Analysis
- Risk Management
- Financial Services
- Sales
- Investments
- Business Strategy
- Mutual Funds
- Financial Modeling
- Financial Planning
- Management
- Credit
- Finance
- Portfolio Management
Heather Corcoran Summary
- Heather Corcoran, based in Vancouver, BC, CA, is currently a Wealth Advisor Platform Consultant at Independent. Heather Corcoran brings experience from previous roles at Raymond James, Wellington-Altus, Freelance and Harbourfront Wealth Management. Heather Corcoran holds a Canadian Securities Institute. With a robust skill set that includes Banking, Business Analysis, Business Development, Strategy, New Business Development and more.
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