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Heidi Cheema Location
California, United States
Heidi Cheema Work
2025 -now Senior Director, Client Management @
2017 -2025 Senior Director of Customer Success @ SS&C Advent
2016 -2025 Senior Manager @
2014 -2016 Manager, Customer Success Management @
2007 -2014 Senior Relationship Manager @
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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