Heidi Fletcher Email & Phone Number
Vice President, ECM Operations Manager @ Northland Capital Markets, a Division of Northland Securities, Inc.
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Heidi Fletcher Location
- Minneapolis, MN, US
Heidi Fletcher Work
- 2023 -now Secretary - Board of Directors @ WLV HOA
- 2023 -now Vice President, ECM Operations Manager @
- 2014 -2023 Investment Banking Coordinator @
- 1989 -2016 Volunteer - Minneapolis Chapter @
- 2013 -2014 Manager, DST Market Services @
- 2009 -2013 Manager, Investment Advisory and Brokerage Operations @ Questar Capital Corporation
- 2006 -2009 Suitability Analyst @ Questar Capital Corporation
- 2005 -2006 Sr. Customer Service Rep @ Questar Capital Corporation
- 1995 -2002 Annuity Service Team Rep II @
Heidi Fletcher Skills
- Series 24
- Investment Advisory Services
- Suitability Analysis
- Retirement Planning
- Asset Management
- Operations Management
- Mutual Funds
- Auditing
- Process Improvement
- Fixed Annuities
- Field Training
- Volunteering
- Anti Money Laundering
- Back Office
- Microsoft Office
- Customer Service
- Employee Training
- Employee Engagement
- IRAs
- Forms Development
- Electronic Signatures
- SEC
- Field Communications
- Business Continuity Planning
- CIP
- Series 99
- Money Managers
- Series 53
- Cost Basis Reporting
- Compliance
- Regulatory Audits
- Sunguard
- Client Billing
- FINRA
- Marketing Material Creation
- ACH
- Offshore Outsourcing
- Business Transition
- Digital Signatures
- Investment Banking
- ERISA
- Broker Dealer
- ETFs
- Tax Reporting
- Workflow Management
- SAS70
- Finra Series 6
- Straight Through Processing
- Series 7
- Remote Deposit Capture
- 529 Plans
Heidi Fletcher Summary
- Heidi Fletcher, based in Minneapolis, MN, US, is currently a Vice President, ECM Operations Manager at Northland Capital Markets, a Division of Northland Securities, Inc.. Heidi Fletcher brings experience from previous roles at WLV HOA, Northland Capital Markets, a Division of Northland Securities, Inc., Loaves & Fishes Family Kitchen and SS&C Technologies. With a robust skill set that includes Series 24, Investment Advisory Services, Suitability Analysis, Retirement Planning, Asset Management and more. Heidi Fletcher has 2 emails and 2 mobile phone numbers on RocketReach.
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