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Eileen Heaney Email & Phone Number
Senior Relationship Manager
at
United Capital Financial Advisers, LLC
1 work email found
@ml.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Relationship Manager
Location
Greater Milwaukee, United States
Company size
Who is Eileen Heaney? Overview
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Quick answer
Eileen Heaney is listed as Senior Relationship Manager at United Capital Financial Advisers, LLC, a with 377 employees, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Eileen Heaney.
Eileen Heaney previously worked as Financial Advisor at Merrill Lynch and Relationship Manager at United Capital Financial Advisers, Llc. Eileen Heaney holds Bachelor Of Science (B.S.), Cum Laude, General Business Administration from Northeastern Illinois University.
Company email context
Email format at United Capital Financial Advisers, LLC
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{first}.{last}@ml.com
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Profile bio
About Eileen Heaney
Through the various roles I have served in wealth management and financial services, from administrative and operations support to financial planning and investment management, the constant thread is my passion for building strong relationships and commitment to providing the best experience possible for clients, prospects and professional contacts.I use my professional experience creating customized, goals-based financial plans and portfolios for clients and expertise in financial planning to deliver excellent client service utilizing impactful financial solutions.• Strong ability to communicate effectively and build trust-based relationships with clients.• Extensive experience growing business through retail referral programs, managing process from prospecting to ongoing client relationship management.• Knowledge and ability to build tailored financial solutions packages to clients according to individual needs.I am committed to seeking ongoing professional development to ensure my advice is completely up-to-date and my ability to serve clients is always improving. I am a candidate for CFP® certification and plan to pursue additional education and training going forward.I am currently seeking my next challenge with a team devoted to top-tier client experience. Please reach out to me directly at eileen.heaney@gmail.com.
Listed skills include Financial Planning, Salesforce, Client Relations, Trading, and 14 others.
Current workplace
Eileen Heaney's current company
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United Capital Financial Advisers, Llc
7 roles
Eileen Heaney work experience
A career timeline built from the work history available for this profile.
Role listed
Financial Advisor
Senior Relationship Manager
• Develop financial plans and advice for clients, including investment/portfolio management, retirement, tax and estate planning and risk management.• Monitor changes in clients' financial lives and update plans or recommend new solutions accordingly.
Relationship Manager
• Ongoing client relationship management included attending meetings, documenting client interactions and completing and/or delegating follow-up tasks.• Responsible for managing new and existing custodian referral program business.• Implemented client case prep procedures.
Apr 2017 - Jul 2018
Relationship Manager
Feb 2017 - Apr 2017
Client Services Manager
• Built excellent relationships with clients and prospects as primary client service contact.• Improved efficiency and record keeping for administrative and client service task completion and tracking.• Advocated for adoption and/or increased use of new systems; provided team training as needed.
Apr 2015 - Feb 2017
1 education record
Eileen Heaney education
-
Northeastern Illinois University
FAQ
Frequently asked questions about Eileen Heaney
Quick answers generated from the profile data available on this page.
What company does Eileen Heaney work for?
Eileen Heaney works for United Capital Financial Advisers, LLC.
What is Eileen Heaney's role at United Capital Financial Advisers, LLC?
Eileen Heaney is listed as Senior Relationship Manager at United Capital Financial Advisers, LLC.
What is Eileen Heaney's email address?
AeroLeads has found 1 work email signal at @ml.com for Eileen Heaney at United Capital Financial Advisers, LLC.
Where is Eileen Heaney based?
Eileen Heaney is based in Greater Milwaukee, United States while working with United Capital Financial Advisers, LLC.
What companies has Eileen Heaney worked for?
Eileen Heaney has worked for United Capital Financial Advisers, Llc and Merrill Lynch.
How can I contact Eileen Heaney?
You can use AeroLeads to view verified contact signals for Eileen Heaney at United Capital Financial Advisers, LLC, including work email, phone, and LinkedIn data when available.
What schools did Eileen Heaney attend?
Eileen Heaney holds Bachelor Of Science (B.S.), Cum Laude, General Business Administration from Northeastern Illinois University.
What skills is Eileen Heaney known for?
Eileen Heaney is listed with skills including Financial Planning, Salesforce, Client Relations, Trading, Google Apps, Microsoft Excel, Microsoft Word, and Access.
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