Heather Email & Phone Number
Brokerage Director @ Goldbook Financial
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Heather Location
- Rio Verde, AZ, US
Heather Work
- Brokerage Director @ (June 2025 - Present)
- Senior Vice President Corporate Services @ (March 2024 - Present)
- Vice President Corporate Services @ (August 2019 - September 2024)
- Business Operations Manager @ (May 2015 - September 2024)
- Office Manager @ (July 2014 - May 2015)
- Insurance Agent @ New York Life Insurance Company (July 2013 - February 2014)
- Stockbroker and Financial Advisor @ (October 2004 - January 2010)
- Project Manager @ (July 1990 - October 2004)
Heather Education
- University of Phoenix
Master of Arts (M.A.) (Organizational Management)
2001-2003 - Arizona State University
Bachelor's Degree (Sociology)
1987-2000
Heather Skills
- Equities
- Wealth Management
- Asset Allocation
- Retirement
- Financial Services
- Investment Advisory
- Portfolio Management
- Retirement Planning
- Mutual Funds
- 401k
- IRAs
- FINRA
- Wealth
- Life Insurance
- Insurance
- Relationship Management
- Wealth Management Services
- Fixed Annuities
- Investments
- Asset Management
- Series 7
- Securities
- Fixed Income
- Strategic Financial Planning
- Series 63
- Finance
- Financial Advisory
- Series 6
- Uniform Combined State Law
- Mortgage Lending
- Investment Strategies
- Estate Planning
- Loans
- Variable Annuities
- Financial Planners
- ETFs
- 401k Rollovers
- Series 24
- Long Term Care Insurance
- Bonds
- College Savings Plans
- Long-term Care
- Vendor Management
- Process Improvement
- Financial Planning
- Marketing
- Project Planning
- Sales
- Strategic Financial
- Long Term Care
- Financial Analysis
- Accounting
- Uniform Combined State
- Management
Heather Summary
- Heather, based in Rio Verde, AZ, US, is currently a Brokerage Director at GoldBook Financial. Heather brings experience from previous roles at GoldBook Financial, MassMutual Greater Phoenix and Genworth. Heather holds a 2001 - 2003 Master of Arts (M.A.) in Organizational Management @ University of Phoenix. With a robust skill set that includes Equities, Wealth Management, Asset Allocation, Retirement, Financial Services and more. Heather has 3 emails and 1 mobile phone numbers on RocketReach.
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