Heather Dillon Email & Phone Number
Wealth Client Service Associate @ Truist Wealth
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Heather Dillon Location
- Boston, MA, US
Heather Dillon Work
- 2024 -now Wealth Client Service Associate @
- 2020 -2025 Account Manager and Content Strategist @ 95 Creative Advertising Agency
- 2016 -2021 Treasurer and Founding Board Member @
- 2006 -2011 Active Quantitative Equity Senior Portfolio Strategist @
- 2000 -2006 Global Equity Beta Solutions Senior Portfolio Strategist @
- 1995 -2000 Senior Equity Trader - Securities Finance @
Heather Dillon Education
- UNH Peter T. Paul College of Business and Economics
Bachelor of Science - BS (Business Administration and Management, General)
- Suffolk University - Sawyer Business School
MSF (Masters of Science in Finance)
Heather Dillon Skills
- Social Media Marketing
- Digital Marketing
- Content Strategy
- Equities
- Mutual Funds
- Asset Managment
- Hedge Funds
- Bloomberg
- Portfolio Management
- Investments
- Alternative Investments
- Asset Allocation
- Investment Management
- ETFs
- Investment Strategies
- Securities
- Derivatives
- Capital Markets
- Financial Services
- Commodity
- Structured Products
- Asset Management
Heather Dillon Summary
- Heather Dillon, based in Boston, MA, US, is currently a Wealth Client Service Associate at Truist Wealth. Heather Dillon brings experience from previous roles at 95 Creative Advertising Agency, Scituate Education Foundation and State Street Global Advisors. Heather Dillon holds a Bachelor of Science - BS in Business Administration and Management, General @ UNH Peter T. Paul College of Business and Economics. With a robust skill set that includes Social Media Marketing, Digital Marketing, Content Strategy, Equities, Mutual Funds and more. Heather Dillon has 1 emails and 1 mobile phone numbers on RocketReach.
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