SVP, Wealth Market Leader and Senior Portfolio Manager - Private Client Services @ (February 2012 - November 2015)
Senior Vice President and Portfolio Management @ (March 1998 - February 2012)
Steven Heimermann Education
University of Wisconsin–Oshkosh
Bachelors of Business (Finance / Management Information Systems)
UMN Carlson School of Management
MBA
Steven Heimermann Skills
Private Banking
Leadership
Executive Management
Wealth Management
FINRA
Portfolio Management
Supervisory Experience
Personal Financial Planning
Finance
Relationship Management
Retirement
Banking
Investments
Estate Planning
Strategic Financial Planning
Management
Mortgage Lending
High Net Worth Individuals
401k
Asset Allocation
Asset Management
Financial Planning
Investment Advisory
Financial Analysis
Business Relationship Management
Retirement Planning
401(k) Retirement Savings Plans
Artificial Intelligence (AI)
Budget Management
Compliance Management
Data Analysis
Strategic Planning
Customer Service
401k Retirement Savings Plans
High Net Worth
Personal Financial
Marketing
Strategic Financial
401 Retirement Savings Plans
Steven Heimermann Summary
Steven Heimermann, based in Saint Paul, MN, US, is currently a SVP, Private Bank Market Leader - Minnesota at Huntington Private Bank. Steven Heimermann brings experience from previous roles at MidWestOne Bank, MidWestOne Investment Services, Northern Trust Corporation and Associated Bank. Steven Heimermann holds a Bachelors of Business in Finance / Management Information Systems @ University of Wisconsin–Oshkosh. With a robust skill set that includes Private Banking, Leadership, Executive Management, Wealth Management, FINRA and more. Steven Heimermann has 3 emails and 2 mobile phone numbers on RocketReach.
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