Heidi Cheema Email & Phone Number
Senior Director, Client Management @ SS&C GlobeOp
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Heidi Cheema Location
- California, United States
Heidi Cheema Work
- Senior Director, Client Management @ (July 2025 - Present)
- Senior Director of Customer Success @ SS&C Advent (May 2017 - July 2025)
- Senior Manager @ (April 2016 - July 2025)
- Manager, Customer Success Management @ (March 2014 - April 2016)
- Senior Relationship Manager @ (April 2007 - March 2014)
Heidi Cheema Education
- Lesley University
MBA (Management)
- University of California, Riverside
Bachelor of Arts (BA) (Political Science)
Heidi Cheema Skills
- Financial Services
- Asset Management
- Portfolio Management
- Strategy
- Mutual Funds
- CRM
- Risk Management
- Asset Managment
- Hedge Funds
- Business Analysis
- Relationship Management
- Fixed Income
- Equities
- Securities
- Salesforce.com
- Alternative Investments
- Wealth Management
- Customer Success Management
- SaaS
- Microsoft Excel
- Series 63
- Strategic Planning
- Project Management
- Advent
- Marketing
- Software
Heidi Cheema Summary
- Heidi Cheema, based in California, United States, is currently a Senior Director, Client Management at SS&C GlobeOp. Heidi Cheema brings experience from previous roles at SS&C Advent, Advent Software and Advent Software, Inc.. Heidi Cheema holds a MBA in Management @ Lesley University. With a robust skill set that includes Financial Services, Asset Management, Portfolio Management, Strategy, Mutual Funds and more. Heidi Cheema has 2 emails and 1 mobile phone numbers on RocketReach.
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