Position:
Wealth Consulting Assistant at LifeTime Asset & Tax Management
Location:
Atlanta Metropolitan Area, 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
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