Heidi

Heidi: Email & Phone Number

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Wealth Consulting Assistant at LifeTime Asset & Tax Management|Raleigh, North Carolina, United States

Position:

Wealth Consulting Assistant at LifeTime Asset & Tax Management

Location:

Raleigh, North Carolina, United States

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Last updated: 2026-05-26
Updated: 2026-05-26

Found email addresses for Heidi:

Business emails:
Personal emails:
h***@aol.com,
h***@yahoo.com,
h***@gmail.com

Found phones for Heidi:

+1-480-***-**12
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Work Experience 5 years

Wealth Consulting Assistant at LifeTime Asset & Tax Management

Jan 2025 - Current

Wealth Management Intern at Team Wealth & Tax Advisors

Jun 2024 - Aug 2024

Patient Services Coordinator at Avance Care

Dec 2023 - Jun 2024

Server at LongHorn Steakhouse

Jan 2021 - Aug 2022

Heidi started working in 2021, then the employee has changed 3 companies and 3 jobs. On average, Heidi works for one company for 11 months.

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.

Education

Certified Financial Planning Certification at Dalton Education

Bachelor of Business Administration - BBA at East Carolina University

Duel Enrollment at Asheville-Buncombe Technical Community College

Frequently Asked Questions

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.

Heidi Namesakes

Name
Company
Position
Heidi
Lead Commercial Recoveries Specialist
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Heidi
Self Employed
Independent Contractor: Arts & Events
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Other employees at LifeTime Asset & Tax Management

Name
Company
Position
Kevin McKinney
Wealth Consulting Assistant
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Chloe Ruddo
Wealth Consultant Assistant
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Amanda Schoephoerster
Client Services Administrator
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Leslie Gaddis
Chief Planning Officer
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Angela
Client Services Administrator
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Matthew Kelleher
Wealth Consulting Assistant
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Alan King
COO and Wealth Consultant
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