Heather Mostrom Email & Phone Number
Investor Services and Compliance Senior Associate @ NewVest
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Heather Mostrom Location
- New York, NY, US
Heather Mostrom Work
- 2025 -now Investor Services and Compliance Senior Associate @
- 2024 -2025 Compliance Associate @
- 2023 -2024 Senior Compliance Analyst @
- 2022 -2023 Project Manager - Portfolio Analytics @
- 2021 -2022 Associate Project Manager - Portfolio Analytics @
- 2021 -2021 Growth Equity Intern @
- 2019 -2020 Investor Liaison Captain @
- 2019 -2019 Investment Analyst @
Heather Mostrom Education
- University of Utah Graduate School
Master of Science in Finance - MSF (Alternative Investments)
2020-2021 - University of Utah - David Eccles School of Business
Bachelor of Science (BS) (Finance)
2016-2020 - Benilde-St. Margaret's School 2012-2016
Heather Mostrom Skills
- Project Documentation
- Product Requirements
- Project Plans
- Key Performance Indicators
- Business Communications
- Build Strong Relationships
- Problem Solving
- Management
- Analytical Skills
- Agile Methodologies
- Written Communication
- Salesforce.com
- Communication
- Attention to Detail
- Project Management
- Leadership
- Sales
- Strategic Planning
- Finance
- Portfolio Management
- Data Analysis
- Microsoft Excel
- Customer Service
- Public Speaking
- Teamwork
- Valuation Modeling
- Market Research
- Financial Modeling
- Technology Commercialization
- Return on Investment Analysis
- Microsoft Word
- Financial & Operational Modeling
- Microsoft Office
- Financial Analysis
- Time Management
Heather Mostrom Summary
- Heather Mostrom, based in New York, NY, US, is currently a Investor Services and Compliance Senior Associate at NewVest. Heather Mostrom brings experience from previous roles at Goldman Sachs and nCino, Inc.. Heather Mostrom holds a 2020 - 2021 Master of Science in Finance - MSF in Alternative Investments @ University of Utah Graduate School. With a robust skill set that includes Project Documentation, Product Requirements, Project Plans, Key Performance Indicators, Business Communications and more. Heather Mostrom has 2 emails and 2 mobile phone numbers on RocketReach.
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