Shelly Heier Email & Phone Number
Managing Director | Global Head of Institutional Client Service @ Russell Investments
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Shelly Heier Location
- Seattle, WA, US
Shelly Heier Work
- Managing Director | Global Head of Institutional Client Service @ (October 2024 - Present)
- President, Senior Consultant @ Verus Investments (July 2000 - September 2024)
- Financial Analyst @ J. Duncan & Associates (June 1998 - July 2000)
Shelly Heier Education
- University of Puget Sound
BA (Finance & Economics)
1994-1998
Shelly Heier Skills
- Financial Planners
- Market Research
- Business Strategy
- Investment Advisory
- Asset Managment
- Financial Modeling
- High Net Worth Individuals
- Financial Advisory
- Leadership
- Financial Analysis
- Pensions
- Economics
- Management
- Investment Strategies
- Investment Management
- Hedge Funds
- Equities
- Finance
- Asset Allocation
- Asset Management
- Strategy
- Alternative Investments
- Strategic Financial Planning
- Portfolio Management
- Investments
- Accounting
- Strategic Financial
- High Net Worth
Shelly Heier Summary
- Shelly Heier, based in Seattle, WA, US, is currently a Managing Director | Global Head of Institutional Client Service at Russell Investments. Shelly Heier brings experience from previous roles at Verus Investments and J. Duncan & Associates. Shelly Heier holds a 1994 - 1998 BA in Finance & Economics @ University of Puget Sound. With a robust skill set that includes Financial Planners, Market Research, Business Strategy, Investment Advisory, Asset Managment and more. Shelly Heier has 2 emails and 2 mobile phone numbers on RocketReach.
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