Position:
Wealth Consulting Assistant at LifeTime Asset & Tax Management
Location:
Raleigh, North Carolina, United States
Found email addresses for Heidi:
Found phones for Heidi:
Jan 2025 - Current
Jun 2024 - Aug 2024
Dec 2023 - Jun 2024
Jan 2021 - Aug 2022
Their professional focus is Change Management, Cognitive Flexibility, and Financial Accounting across 3 core areas.
Heidi holds Emerging Leaders Certification, Building Resilience (2014), and Developing Adaptability as a Manager certifications.
Certified Financial Planning Certification at Dalton Education
Bachelor of Business Administration - BBA at East Carolina University
Duel Enrollment at Asheville-Buncombe Technical Community College
What is Heidi's email address?
SignalHire found verified email addresses for Heidi, both business and personal. Their business email is **@lifetimeasset.com, and personal emails include ****@longhornsteakhouse.com, h***@aol.com, and h***@yahoo.com.What is Heidi's phone number?
SignalHire found multiple verified phone numbers for Heidi: +1-323-***-**23, and +1-480-***-**12.How do I contact Heidi at LifeTime Asset & Tax Management?
You can reach Heidi through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.What is Heidi's professional background?
Heidi has 5 years of professional experience. They have held roles including Wealth Management Intern, Patient Services Coordinator, and Server at companies such as Team Wealth & Tax Advisors, Avance Care, and LongHorn Steakhouse. Their education includes Certified Financial Planning Certification from Dalton Education, and Bachelor of Business Administration - BBA from East Carolina University.Is Heidi's contact information up to date?
Yes. Heidi's SignalHire profile was last updated on 26 May 2026, reflecting their current position as Wealth Consulting Assistant at LifeTime Asset & Tax Management in Raleigh, NC, United States.SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
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