Heidi Wilson's Location
New Mexico, United States
Heidi Wilson's Work
Heidi Wilson's Education
University of Texas
Bachelor of Arts
Heidi Wilson's Skills
Heidi Wilson's Summary
Heidi Wilson, based in New Mexico, United States, is currently a Senior Private Client Advisor, Vice President at Bank of the West, bringing experience from previous roles at Tiaa, u.s. Trust, Merrill Edge and Merrill Lynch. Heidi Wilson holds a Bachelor of Arts @ University of Texas. With a robust skill set that includes Institutional Sales, Financial Planners, CRPC, Financial Advisory, Financial Services and more, Heidi Wilson contributes valuable insights to the industry.