Heidi Kesslen Verplank

Heidi Kesslen Verplank is an experienced professional in customer success and business development, currently serving as a Senior Customer Success Manager at Ocelot since September 2013, where responsibilities include managing client relationships and ensuring successful product implementation. Prior experience includes a role as Business Development & Marketing Liaison at BME Federal Credit Union, focusing on acquiring new employee groups and credit union accounts. Additionally, Heidi held various positions at Wells Fargo, including VP & Treasury Management Sales Consultant, where responsibilities involved developing Treasury Management business and client relationship management. At JPMorgan Chase, Heidi served as AVP & Treasury Management Sales Officer, managing a $25 million portfolio and enhancing customer relationships. Early career experience includes roles in trust administration and retail banking. Heidi graduated from the University of Vermont with a Bachelor of Arts degree in Sociology/Business.