Neal Heifetz's Location
Coppell, TX, US
Neal Heifetz's Work
- Financial Services Consultant @ Independent
- Vice President, Clearing Firm Transition @ HD Vest Financial Services
- Chief Operations and Service Officer @ HD Vest Financial Services
- Executive Manager of Operations @ HD Vest Financial Services
- Director of Operations @ HD Vest Financial Services
Neal Heifetz's Education
- Bentley University1975 - 1979
Neal Heifetz's Skills
- Wealth Management
- Retirement Planning
- Mutual Funds
Neal Heifetz's Summary
Neal Heifetz, based in Coppell, TX, US, is currently a Financial Services Consultant at Independent, bringing experience from previous roles at HD Vest Financial Services, H.D. Vest Financial Services, Inc. and H.D. Vest Financial Services. Neal Heifetz holds a 1975 - 1979 Bentley University. With a robust skill set that includes Wealth Management, Retirement Planning, Mutual Funds and more, Neal Heifetz contributes valuable insights to the industry. Neal Heifetz has 5 emails on RocketReach.
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