Michael Heep

Client Services Advisor at PG Calc

Michael joined PG Calc in 2006. His responsibilities in the Client Services department include handling the administration of webinars and group training sessions, helping clients personalize their mailings using their BatchCalcs service, and delivering software to new clients. He served on the board of the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA, now Los Angeles Council of Charitable Gift Planners) from 2014-2015. Prior to joining PG Calc, he worked for music retailer HMV in Boston. He received his B.A. in Geosciences from Williams College. Michael lives in Topsham, Maine, with his wife, daughter and son.

Timeline

  • Client Services Advisor

    Current role

View in org chart