Nancy Heffner Email & Phone Number
Vice President, Deputy Chief Compliance Officer @ Lincoln Investment
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Nancy Heffner Location
- Fort Washington, PA, US
Nancy Heffner Work
- 2025 -now Vice President, Deputy Chief Compliance Officer @
- 1985 -2025 Director of Compliance @
Nancy Heffner Education
- The Wharton School
Wharton Certificate Program (Certified Regulatory and Compliance Professional)
2004-2004 - Eastern University
Bachelor of Arts (Organizational Management)
1993-1994
Nancy Heffner Skills
- Mutual Funds
- Investments
- Series 24
- Series 7
- Securities
- Asset Management
- Retirement Planning
- Financial Services
- Insurance
- Series 63
- FINRA
- Microsoft Excel
- Public Speaking
- Customer Service
- Project Management
- Marketing
Nancy Heffner Summary
- Nancy Heffner, based in Fort Washington, PA, US, is currently a Vice President, Deputy Chief Compliance Officer at Lincoln Investment. Nancy Heffner brings experience from previous roles at Lincoln Investment Planning, LLC. Nancy Heffner holds a 2004 - 2004 Wharton Certificate Program in Certified Regulatory and Compliance Professional @ The Wharton School. With a robust skill set that includes Mutual Funds, Investments, Series 24, Series 7, Securities and more. Nancy Heffner has 2 emails and 2 mobile phone numbers on RocketReach.
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