Heidi Meyer Email & Phone Number
Director of Advisor Solutions @ Csenge Advisory Group
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Heidi Meyer Location
- Omaha, NE, US
Heidi Meyer Work
- Director of Advisor Solutions @ (November 2024 - Present)
- Senior Director, Wealth Management Solutions @ (April 2023 - October 2023)
- Director, Enterprise Service @ (March 2021 - April 2023)
- Strategic Consultant @ (November 2017 - March 2021)
- Director, National Accounts @ (January 2011 - June 2016)
- Vice President, Advisory Services @ QA3 Financial (January 2007 - June 2010)
- Director, Relationship Management @ (January 2005 - November 2006)
- Vice President, Client Services @ (January 1998 - May 2003)
Heidi Meyer Education
- Rice University
CFP Certification Education Program
2005-2006
Heidi Meyer Skills
- Asset Allocation
- Investments
- Equities
- Management
- Finance
- Executive Management
- FINRA
- Relationship Management
- Series 24
- Fixed Income
- Risk Management
- High Net Worth Individuals
- Hedge Funds
- ETFs
- Series 65
- Contract Negotiation
- Training
- Business Relationship Management
- Mutual Funds
- Asset Management
- Analytical Skills
- Attention to Detail
- Broker-Dealer Operations
- Budgeting
- Build Strong Relationships
- Certified Financial Planner
- Client Onboarding
- Client Services
- Client Services Management
- Collaborative Problem Solving
- Communication
- Compliance Procedures
- Consultative Services
- Cross-functional Team Leadership
- Customer Engagement
- Customer Experience
- Customer Satisfaction
- Customer Service
- Customer Service Management
- Customer Success
- Delegation
- Due Diligence
- Embraces Change
- Executive Visibility
- FinTech
- Financial Advisory
- Financial Services
- Investment Management
- Investment Strategies
- Key Client Relationships
- Leadership
- Marketing
- Microsoft Office
- Negotiation
- Operations
- Operations Management
- Orion
- Peer Leadership
- Problem Solving
- Product Knowledge
- Product Management
- Project Management
- RIAs
- Regulatory Compliance
- Relationship Building
- Research Skills
- Sales
- Soft Skills
- Strategic Consulting
- Strategic Planning
- Team Management
- Wealth Management
- Wealth Management Services
- High Net Worth
Heidi Meyer Summary
- Heidi Meyer, based in Omaha, NE, US, is currently a Director of Advisor Solutions at Csenge Advisory Group. Heidi Meyer brings experience from previous roles at Orion and Frontier Asset Management, L.L.C.. Heidi Meyer holds a 2005 - 2006 CFP Certification Education Program @ Rice University. With a robust skill set that includes Asset Allocation, Investments, Equities, Management, Finance and more. Heidi Meyer has 2 emails and 1 mobile phone numbers on RocketReach.
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