Heather Shick Email & Phone Number
Vice President, Customer Success @ Clear Capital
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Heather Shick Location
- Tahoma, CA, US
Heather Shick Work
- 2022 -now Vice President, Customer Success @
- 2020 -2022 Senior Director, Customer Success @
- 2018 -2020 Director of Customer Experience @
- 2014 -2018 Customer Success Manager @
- 2013 -2014 Sales Operations Analyst @
- 2013 -2013 Customer Development Specialist @
- 2011 -2013 Economic Research Analyst @
- 2005 -2009 Owner, Financial Planner @ Horizon Investment Group
Heather Shick Education
- University of San Francisco
Executive MBA
2022-2025 - -
Series 7 General Securities License (Financial Planning)
2003-2003 - -
Series 66 Investment Adviser License (Financial Planning)
2003-2003 - -
Life and Health Insurance Licenses (Financial Planning)
2003-2003 - California State University, Chico
Bachelor's degree (Economics, Business Administration, Environmental Studies)
1998-2002
Heather Shick Skills
- Due Diligence
- Investments
- CRM
- Management
- Customer Service
- Vendor Management
- Team Leadership
- Process Improvement
- Valuation
- Risk Management
- Mortgage Lending
- Analysis
- Data Analysis
- Microsoft Excel
- Real Estate
- Business Process Improvement
- Customer Relationship Management (CRM)
- Research
- Customer Relationship Management Crm
- Project Management
- Customer Relationship Management
Heather Shick Summary
- Heather Shick, based in Tahoma, CA, US, is currently a Vice President, Customer Success at Clear Capital. Heather Shick brings experience from previous roles at Clear Capital. Heather Shick holds a 2022 - 2025 Executive MBA @ University of San Francisco. With a robust skill set that includes Due Diligence, Investments, CRM, Management, Customer Service and more. Heather Shick has 1 emails on RocketReach.
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