Heather Mount Email & Phone Number
Senior Vice President - Wealth Management and Retirement Plan Consultant
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Heather Mount Location
- Winter Park, FL, US
Heather Mount Work
- 2024 - now Senior Vice President - Wealth Management and Retirement Plan Consultant @ UBS Financial Services Inc.
- 2023 - 2024 Vice President-Wealth Management and Retirement Plan Consultant @
- 2019 - 2023 Senior Wealth Strategy Associate @
- 2010 - 2019 Wealth Strategy Associate @
- 2008 - 2010 Financial Advisor Associate @
- 2007 - 2008 Wealth Management Intern @
- 2006 - 2006 Estimating and Project Management Intern @
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 and Retirement Plan Consultant at UBS Financial Services Inc.. Heather Mount brings experience from previous roles at UBS and UBS Financial Services Inc.. 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 1 emails and 1 mobile phone numbers on RocketReach.
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