Deanna Heid, Fpqp®
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Deanna Heid, Fpqp® Email & Phone Number

Director of Client Services at Berman McAleer, LLC
Location: Washington DC-Baltimore Area, United States, United States 10 work roles 2 schools
1 work email found @bmcplanning.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email f****@bmcplanning.com
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Current company
Berman McAleer, LLC
Role
Director of Client Services
Location
Washington DC-Baltimore Area, United States, United States
Company size
25 employees

Who is Deanna Heid, Fpqp®? Overview

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Quick answer

Deanna Heid, Fpqp® is listed as Director of Client Services at Berman McAleer, LLC, a company with 25 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at bmcplanning.com and a matched LinkedIn profile for Deanna Heid, Fpqp®.

Deanna Heid, Fpqp® previously worked as Senior Client Service Associate - Team Leader at Berman Mcaleer, Llc and Senior Client Service Associate at Berman Mcaleer, Llc. Deanna Heid, Fpqp® holds Bachelor Of Science In Business Administration, Finance Concentration from Towson University.

Company email context

Email format at Berman McAleer, LLC

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*@bmcplanning.com
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AeroLeads found 1 current-domain work email signal for Deanna Heid, Fpqp®. Compare company email patterns before reaching out.

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Profile bio

About Deanna Heid, Fpqp®

Deanna joined Berman McAleer’s operations team in 2014 after an internship the year before. During her long tenure with BMc, she has worked closely with multiple departments including Operations, Investment Management and Client Service, eventually transitioning into the Client Service Associate role assisting with client requests and supporting the Advisor team. With a deep knowledge of cross-departmental operations, Deanna has continually grown in the role, spearheading and formalizing an in-depth training program for all newly hired CSA professionals. In 2023, she became the Director of Client Services; in this role, she manages the CSA team as well as working to improve BMc’s operational efficiencies at a management level.Passionate about people, Deanna always puts the clients first and enjoys making their lives easier, especially when plans get complex. She strives to create a trusting and collaborative environment within the team, fostering healthy working relationships and advocating for each team member.

Current workplace

Deanna Heid, Fpqp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Berman McAleer, LLC
Berman Mcaleer, Llc
Director of Client Services
timonium, maryland, united states
Website
bmcplanning.com
Employees
25
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10 roles

Deanna Heid, Fpqp® work experience

A career timeline built from the work history available for this profile.

Director Of Client Services

Current
Berman Mcaleer, Llc

Timonium, MD

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Berman McAleer is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice..

Jan 2023 - Present

Senior Client Service Associate - Team Leader

Berman Mcaleer, Llc

Timonium, MD

Jan 2022 - Dec 2022

Investment Operations Intern

Berman Mcaleer, Llc

Timonium, MD

  • Maintain a database reporting over $500 million assets under management by calculating and updating cost basis; manually entering prices and transactions; and resolving discrepancies between interfaces
  • Prepare comprehensive portfolio performance reports and financial models for client meetings
  • Support the transition to new portfolio management software by collaborating with the Investment Operations team to simplify and consolidate processes for over 6,000 client records
Sep 2013 - Dec 2013

Marketing Intern

Susan G. Komen For The Cure, Maryland Affiliate

Towson, MD

  • Organize sponsor records to ensure payments have been made and appropriate documentation has been received and sent
  • Manage and expand community outreach for the Race Incentives program, the 2013 Komen Warm-Up Challenge, Light Maryland Pink, and the Vehicle Donation Program
  • Distribute promotional materials for the 21st Annual Komen Maryland Race for the Cure
Jun 2013 - Nov 2013

Retail Account Management Intern

T. Rowe Price

Owings Mills, MD

  • Processed client requests, regarding both taxable and retirement accounts, in an accurate and timely manner while remaining compliant with legal and FINRA guidelines
  • Communicated with shareholders via telephone and/or written correspondence to resolve discrepancies
  • Handled inbound calls from 401k participants with online account complications
Oct 2012 - May 2013

Equity Research Intern

Blue Point Investment Management, Llc

Towson, MD

  • Developed and implemented a research process to effectively condense information to deliver an analytic conclusion including a buy or sell recommendation
  • Utilized SEC filings, annual reports, news articles, and other relevant information to complete company analysis reports on designated firms
  • Evaluated equity performance, ownership information, measures of financial condition, company profile, competitive analysis, financial industry metrics, strengths and risks, management observations, and consensus.
Sep 2012 - Dec 2012

Sales Associate

Michaels Arts And Crafts

Ellicott City, MD

  • Greeted/assisted customers on the sales floor while handling frequent customer services calls
  • Responsible for projects given by management such as maintaining select departments, craft demos, and building advanced displays.
  • Designed and processed high dollar custom framing orders while familiarizing guests with current promotions and encouraging new design features
May 2010 - Oct 2012
Team & coworkers

Colleagues at Berman McAleer, LLC

Other employees you can reach at bmcplanning.com. View company contacts for 25 employees →

TC Terri Cook, Fpqp® Terri Cook, Fpqp® Colleague at Berman Mcaleer, LlcBaltimore City County, Maryland, United States, United States View → AM Amy Mcauliffe Cooper Amy Mcauliffe Cooper Colleague at Berman Mcaleer, LlcUnited States, United States View → UB Ulyana Bezkorovayna Ulyana Bezkorovayna Colleague at Berman Mcaleer, LlcMays Chapel, Maryland, United States, United States View → SB Sydney Bellofatto, Fpqp® Sydney Bellofatto, Fpqp® Colleague at Berman Mcaleer, LlcOwings Mills, Maryland, United States, United States View → GC Genevieve Crisera, Cfp®, Mba Genevieve Crisera, Cfp®, Mba Colleague at Berman Mcaleer, LlcLutherville-Timonium, Maryland, United States, United States View → MC Molly Cooke Molly Cooke Colleague at Berman Mcaleer, LlcWashington DC-Baltimore Area, United States View → AP Alexis Piasecki Alexis Piasecki Colleague at Berman Mcaleer, LlcBaltimore, Maryland, United States, United States View → DO Dawn O'Farrell, Cltc Dawn O'Farrell, Cltc Colleague at Berman Mcaleer, LlcLutherville-Timonium, Maryland, United States, United States View → BB Bree Beach Bree Beach Colleague at Berman Mcaleer, LlcGreater Philadelphia, United States View → AM Adaiha Montgomery Aif®, Fpqp® Adaiha Montgomery Aif®, Fpqp® Colleague at Berman Mcaleer, LlcPerry Hall, Maryland, United States, United States View →
2 education records

Deanna Heid, Fpqp® education

Bachelor Of Science In Business Administration, Finance Concentration

Towson University

Activities and Societies: Club CheerleadingMinor in Electronic Media and Film

FAQ

Frequently asked questions about Deanna Heid, Fpqp®

Quick answers generated from the profile data available on this page.

What company does Deanna Heid, Fpqp® work for?

Deanna Heid, Fpqp® works for Berman McAleer, LLC.

What is Deanna Heid, Fpqp®'s role at Berman McAleer, LLC?

Deanna Heid, Fpqp® is listed as Director of Client Services at Berman McAleer, LLC.

What is Deanna Heid, Fpqp®'s email address?

AeroLeads has found 1 work email signal at @bmcplanning.com for Deanna Heid, Fpqp® at Berman McAleer, LLC.

Where is Deanna Heid, Fpqp® based?

Deanna Heid, Fpqp® is based in Washington DC-Baltimore Area, United States, United States while working with Berman McAleer, LLC.

What companies has Deanna Heid, Fpqp® worked for?

Deanna Heid, Fpqp® has worked for Berman Mcaleer, Llc, Susan G. Komen For The Cure, Maryland Affiliate, T. Rowe Price, Blue Point Investment Management, Llc, and Michaels Arts And Crafts.

Who are Deanna Heid, Fpqp®'s colleagues at Berman McAleer, LLC?

Deanna Heid, Fpqp®'s colleagues at Berman McAleer, LLC include Terri Cook, Fpqp®, Amy Mcauliffe Cooper, Ulyana Bezkorovayna, Sydney Bellofatto, Fpqp®, and Genevieve Crisera, Cfp®, Mba.

How can I contact Deanna Heid, Fpqp®?

You can use AeroLeads to view verified contact signals for Deanna Heid, Fpqp® at Berman McAleer, LLC, including work email, phone, and LinkedIn data when available.

What schools did Deanna Heid, Fpqp® attend?

Deanna Heid, Fpqp® holds Bachelor Of Science In Business Administration, Finance Concentration from Towson University.

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