Ian Heller Email & Phone Number
Financial Advisor @ Savant Wealth Management
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Ian Heller Location
- New York, NY, US
Ian Heller Work
- Financial Advisor @ (April 2026 - Present)
- Wealth Manager @ (April 2025 - April 2026)
- Financial Planning Associate @ (March 2024 - April 2025)
- Associate, Wealth Advisor @ (January 2022 - March 2024)
- Consultant @ (December 2020 - December 2021)
- Associate Consultant @ (August 2019 - December 2020)
- Analyst @ (September 2017 - July 2019)
- Credit Officer Intern @ (June 2016 - August 2016)
Ian Heller Education
- Indiana University Bloomington
Bachelor’s Degree (Finance, General)
2013-2017 - City St George’s, University of London
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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