Ian Heller Email & Phone Number
Financial Advisor @ Savant Wealth Management
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Ian Heller Location
- New York, NY, US
Ian Heller Work
- 2026 -now Financial Advisor @
- 2025 -2026 Wealth Manager @
- 2024 -2025 Financial Planning Associate @
- 2022 -2024 Associate, Wealth Advisor @
- 2020 -2021 Consultant @
- 2019 -2020 Associate Consultant @
- 2017 -2019 Analyst @
- 2016 -2016 Credit Officer Intern @
Ian Heller Education
- Indiana University Bloomington
Bachelor’s Degree (Finance, General)
2013-2017 - City University London
Finance (Finance, General)
2016-2016 - IES Abroad
Finance (Finance, General)
2016-2016
Ian Heller Skills
- Leadership
- Microsoft Office
- Analytical Skills
- Investments
- Diligent
- Asset Management
- Microsoft Excel
- Asset
- Customer Service
Ian Heller Summary
- Ian Heller, based in New York, NY, US, is currently a Financial Advisor at Savant Wealth Management. Ian Heller brings experience from previous roles at Heller Wealth Management, Klingman and Associates, LLC, Cresset and Altair Advisers. Ian Heller holds a 2013 - 2017 Bachelor’s Degree in Finance, General @ Indiana University Bloomington. With a robust skill set that includes Leadership, Microsoft Office, Analytical Skills, Investments, Diligent and more. Ian Heller has 1 emails and 1 mobile phone numbers on RocketReach.
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