Anita Heisl

Anita Heisl is the Chief Engagement Officer at 4U Platform LLC since August 2022, previously holding roles as Client Engagement Officer. Prior experience includes serving as Vice President - Assistant Branch Manager at Charles Schwab from June 2018 to August 2022 and as Senior Vice President of Practice Development at Ziegler from October 1998 to March 2018, where coaching financial advisors and developing business plans were key responsibilities. Anita's background also includes positions as Vice President of Practice Development and Vice President of Marketing and Communications at Ziegler, where a multi-channel marketing strategy was implemented. Initiating a complete redesign of Ziegler’s materials and a strong advocacy for the role of social media in financial advising further illustrates Anita’s extensive expertise. Previous roles include Institutional Sales Assistant at Cleary Gull Inc. and Sales Assistant at Morgan Stanley. Anita holds a BBA in Finance from the Lubar College of Business, earned in 1994.