Heather Mount Email & Phone Number
Senior Vice President - Wealth Management, Financial Advisor, and Retirement Plan Consultant @ UBS Group AG
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Heather Mount Location
- Winter Park, FL, US
Heather Mount Work
- Senior Vice President - Wealth Management, Financial Advisor, and Retirement Plan Consultant @ (March 2024 - Present)
- Vice President-Wealth Management and Retirement Plan Consultant @ (February 2023 - February 2024)
- Senior Wealth Strategy Associate @ (January 2019 - February 2023)
- Wealth Strategy Associate @ (July 2010 - January 2019)
- Financial Advisor Associate @ (July 2008 - July 2010)
- Wealth Management Intern @ (May 2007 - April 2008)
- Estimating and Project Management Intern @ (May 2006 - August 2006)
Heather Mount Education
- University of Miami
B.B.A. (Finance and Management)
2004-2008
Heather Mount Skills
- Equities
- Portfolio Management
- Financial Modeling
- Strategic Financial Planning
- Project Management
- Securities
- Due Diligence
- Investments
- Marketing
- Finance
- Fixed Income
- Asset Allocation
- Financial Analysis
- Strategic Planning
- Series 7
- Retirement Planning
- Wealth Management
- Sales
- Mutual Funds
- Asset Managment
Heather Mount Summary
- Heather Mount, based in Winter Park, FL, US, is currently a Senior Vice President - Wealth Management, Financial Advisor, and Retirement Plan Consultant at UBS. Heather Mount brings experience from previous roles at UBS. Heather Mount holds a 2004 - 2008 B.B.A. in Finance and Management @ University of Miami. With a robust skill set that includes Equities, Portfolio Management, Financial Modeling, Strategic Financial Planning, Project Management and more. Heather Mount has 2 emails and 1 mobile phone numbers on RocketReach.
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