Todd Heim Email & Phone Number
Senior Vice President, Relationship Management @ Ultimus Fund Solutions
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Todd Heim Location
- Cincinnati, OH, US
Todd Heim Work
- 2014 -now Senior Vice President, Relationship Management @
- 2015 -2017 Officer Leadership Instructor @
- 1989 -2017 Naval Flight Officer @
- 2013 -2014 Business Project Manager, Operations Production Control Manager @ Vantiv
- 2012 -2012 Chief Operating Officer @ Westminster Financial Capital Inc.
- 2010 -2012 Client Services Account Manager @
- 2001 -2010 Operations Manager, Transfer Agency @
- 2001 -2007 Assistant Vice President, Transfer Agency @ Integrated Investment Services, a subsidiary of Western & Southern Financial Gro
- 2000 -2001 Fund Control Manager, Operations Manager @ BISYS Fund Services
- 1998 -2000 Operations Manager @ SAFECO Mutual Funds
Todd Heim Education
- Miami University
Bachelor of Science (Business Finance)
1985-1989
Todd Heim Skills
- Mutual Funds
- Regulatory Compliance
- Financial Services
- Client advocacy
- Consensus building
- Balanced, fair, counted upon
- Process Improvement
- Operational Planning
- Program Management
- Navy
- Security Clearance
- Military
- Operations Management
- Risk Management
- Leadership
- Aviation
- Cross-functional Team Leadership
- Team Building
- Strategic Planning
- Strategic Leadership
- Portfolio Management
- Team Leadership
- Command
- Government
- DoD
- Project Management
- Business Analysis
- Mergers & Acquisitions
- Project Planning
- Fair
- Cross Functional Team Leadership
- Counted Upon
- Mergers and Acquisitions
- Balanced
Todd Heim Summary
- Todd Heim, based in Cincinnati, OH, US, is currently a Senior Vice President, Relationship Management at Ultimus Fund Solutions, LLC. Todd Heim brings experience from previous roles at Naval Leadership & Ethics Center (NLEC), US Navy, Vantiv and Westminster Financial Capital Inc.. Todd Heim holds a 1985 - 1989 Bachelor of Science in Business Finance @ Miami University. With a robust skill set that includes Mutual Funds, Regulatory Compliance, Financial Services, Client advocacy, Consensus building and more. Todd Heim has 3 emails and 1 mobile phone numbers on RocketReach.
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