Heidi Patterson's Location
Rockville, MD, US
Heidi Patterson's Work
- Board Member @ Nest DC
- Financial Planner @ Integrated Financial Partners
- Financial Advisor @ Financial Services Company
- Instructor and Supervisor @ Berlitz Corporation
Heidi Patterson's Education
- Marymount University
Master Of Business Administration
2011 - 2013 - University of Mary Washington
Bachelor Of Arts
1993 - 1996 - Eastern New Mexico University1995 - 1995
Heidi Patterson's Skills
- Retirement Planning
- 401k Rollovers
- Qualified Retirement Plans
- Estate Planning
- Business Owner Planning
- Beneficiary Planning
- College Funding Strategies
- Investments
- Wealth Accumulation
- Life Insurance
Heidi Patterson's Summary
Heidi Patterson, based in Rockville, MD, US, is currently a Board Member at Nest Dc, bringing experience from previous roles at Integrated Financial Partners, Ameriprise Financial Services, Inc. and Berlitz Corporation. Heidi Patterson holds a 2011 - 2013 Master Of Business Administration @ Marymount University. With a robust skill set that includes Retirement Planning, 401k Rollovers, Qualified Retirement Plans, Estate Planning, Business Owner Planning and more, Heidi Patterson contributes valuable insights to the industry. Heidi Patterson has 4 emails and 2 mobile phone numbers on RocketReach.
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