Aundreia Heisey

Aundreia T. Heisey has a diverse work experience spanning various companies and roles. Starting in 2003, they worked as a Paralegal at AIG Global Investment Group and later at Asset Alliance Corporation in 2004. In 2005, they worked as a Marketing Associate at Robeco Investment Management. From 2006 to 2008, they held the position of Vice President of Marketing & Client Service at W.P. Stewart. Aundreia T. then moved to Citi, where they worked as an Assistant Vice President of Institutional Consultant Relations in 2008 and as Vice President of Equity Product Management at AB from 2009 to 2015. Aundreia T. also served as Vice President of Marketing & Client Service at AB from 2009 to 2013.

In 2016, they joined Seismic as the Senior Director of Financial Services Strategy and later held the role of Regional Vice President of Customer Success (Asset Management) from 2018 to 2019. Aundreia T. then became the Regional Vice President of Financial Services Product Strategy from 2020 to 2021.

From 2021 to 2023, they worked at Lumar (formerly Deepcrawl) as the Vice President of Strategy & Operations and was subsequently promoted to Senior Vice President of Strategy & Operations. Finally, from April 2023, they have taken on the role of Head of Financial Services Strategy at Calendly.

Aundreia T. Heisey obtained their Bachelor of Arts (B.A.) degree in Political Science from Pace University, where they studied from 1997 to 2001. In addition to their degree, they have also obtained certifications in the financial industry. In October 2008, they completed the General Securities Representative Examination (Series 7) through the Financial Industry Regulatory Authority (FINRA). Later that year, in December 2008, they obtained the Uniform Securities Agent State Law Examination (Series 63) from FINRA as well.