Heidi Wallace is a Product Manager at AssetMark, where they leverage their detail-oriented approach and experience in data analysis and compliance within the investment industry. Previously, Heidi served as a Business Systems Analyst and Senior Business Systems Analyst at AssetMark from 2018 to 2021. Prior to this, they held various roles at Cetera Financial Group, including Compliance Analyst and Senior Surveillance Analyst from 2013 to 2015. Heidi earned a Bachelor of Business Administration in Finance, Cum Laude, from Kennesaw State University - Michael J. Coles College of Business between 2009 and 2013.
Location
United States
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