Heather Jensen

Client Relationship Manager Vice President at Rockefeller Capital Management

Heather Jensen is a seasoned professional in wealth and estate planning services, currently serving as a Client Relationship Manager Vice President at Rockefeller Capital Management since January 2024. Prior to this role, Heather was a Registered Wealth Management Associate at Merrill Lynch for nearly a decade, where expertise was developed as a Registered Wealth Management Client Associate, holding designations such as AWMA and CRPC. Heather's career also includes positions as a Policy Specialist at Bankers Life and Casualty Company and a Business Analyst at CNO Financial Group. The early career included a role as Assistant Store Manager at Eddie Bauer. Heather holds a degree from Michigan State University, earned between 2004 and 2008.

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Rockefeller Capital Management

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Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations.


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501-1,000

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