HP

Heidi Piplani

Senior Client Service Associate at Vivaldi Capital Management

Heidi Piplani is a Senior Client Service Associate at Vivaldi Capital Management, where Heidi manages a book of business and oversees day-to-day account operations. Prior to this, Heidi held roles at Lighthouse Investment Partners, LLC, Mesirow Financial, and C.H. Robinson, where Heidi gained experience in investor relations, finance, and account management. Heidi is a University of Iowa graduate with a Bachelor's degree in Finance. Heidi's experience includes working with clients, operations representatives, and customer contacts to consult on transportation needs and strategic approaches.

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Timeline

  • Senior Client Service Associate

    January, 2022 - present