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Heidi Rose Location
New York, NY, US
Heidi Rose Work
2010 -now Implementation Project Manager 401(k) - Team Lead @
2006 -2010 Retirement Planning Consultant @
2004 -2005 Internship @
Heidi Rose Education
Monmouth University
MBA (Finance)
1999-2003
Heidi Rose Skills
Equities
Series 7
Mutual Funds
Asset Management
Employee Benefits
Series 63
Investments
Retirement
401k
Process Improvement
Fixed Income
Heidi Rose Summary
Heidi Rose, based in New York, NY, US, is currently a Implementation Project Manager 401(k) - Team Lead at ADP. Heidi Rose brings experience from previous roles at Lord Abbett and Baugh Financial Group / Raymond James Financial Services. Heidi Rose holds a 1999 - 2003 MBA in Finance @ Monmouth University. With a robust skill set that includes Equities, Series 7, Mutual Funds, Asset Management, Employee Benefits and more. Heidi Rose has 4 emails and 2 mobile phone numbers on RocketReach.
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