Heather Osborn Email & Phone Number
Director of Wealth Planning @ Baird
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Heather Osborn Location
- Arrington, TN, US
Heather Osborn Work
- 2022 -now Director of Wealth Planning @
- 2019 -2022 Financial Planning Manager @
- 2017 -2019 Director of Wealth Planning @
- 2014 -2017 Wealth Planners, Manager @
- 2008 -2014 Wealth Planner @
- 2003 -2008 Financial Planning Specialist @
- 2001 -2003 Financial Advisor @ Morgan Stanely
- 1999 -2001 Financial Associate @
Heather Osborn Education
- Business Enterprise Institute
Certified Exit Planner, CExP (Business Succession Planning)
2014-2015 - The American College of Financial Services
Chartered Life Underwriter, CLU (Insurance)
2014-2015 - Certified Financial Planner ®
(Financial Planning)
2005-2005 - College for Financial Planning
A.A.M.S (Accredited Asset Management Specialist)
2004-2005 - Western Kentucky University
Bachelor of Science - BS (Fine/Studio Arts, General)
1994-1999 - Mariemont Highschool 1990-1994
Heather Osborn Skills
- Estate Planning
- Finance
- Financial Planning
- Investments
- Management
- Mutual Funds
- Financial Analysis
- Financial Services
- Portfolio Management
- Retirement
- Wealth Management
- Securities
- Series 7
- Uniform Combined State Law
- Retirement Planning
- Trusts
- Strategic Financial Planning
- Wealth
- Team Building
- Project Planning
- Training
- Series 63
- Risk Management
Heather Osborn Summary
- Heather Osborn, based in Arrington, TN, US, is currently a Director of Wealth Planning at Baird. Heather Osborn brings experience from previous roles at Baird and Hilliard Lyons. Heather Osborn holds a 2014 - 2015 Certified Exit Planner, CExP in Business Succession Planning @ Business Enterprise Institute. With a robust skill set that includes Estate Planning, Finance, Financial Planning, Investments, Management and more. Heather Osborn has 2 emails and 2 mobile phone numbers on RocketReach.
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