Heath Altier, Mba Email & Phone Number
@advent.com
2 phones found area 386
LinkedIn matched
Who is Heath Altier, Mba? Overview
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Heath Altier, Mba is listed as Business Development Specialist at SS&C Black Diamond Wealth Solutions, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at advent.com, phone signal with area code 386, and a matched LinkedIn profile for Heath Altier, Mba.
Heath Altier, Mba previously worked as Senior Account Executive at Ss&C Advent and Sales Account Executive at Ss&C Advent. Heath Altier, Mba holds Masters Of Business Administration (Mba) from Stetson University.
Email format at SS&C Black Diamond Wealth Solutions
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AeroLeads found 2 current-domain work email signals for Heath Altier, Mba. Compare company email patterns before reaching out.
About Heath Altier, Mba
Client-focused professional with 11+ years of financial services and fintech experience. Specializing in Black Diamond Wealth Platform sales and relationship management for the Americas market including Wealth Managers, Brokers, Registered Investment Advisors (RIAs), Portfolio Managers and Financial Advisors. Read more about Black Diamond Wealth Platform: https://www.linkedin.com/products/ssc-advent-black-diamond-wealth-platform/
Listed skills include Banking, Investment Banking, Financial Analysis, Credit, and 26 others.
Heath Altier, Mba's current company
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Heath Altier, Mba work experience
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Senior Account Executive
Current
Sales Account Executive
Sales Development Representative
Client Advocate
Capital Markets And Treasury Services Business Manager
Collaborate between various coverage banking teams worldwide to analyze regional and industry sales, project revenue growth and identify headcount needs to present to regional and global team managementTrack the markets bond issuance and transaction banking deals, compare league table activity and market share and analyze opportunities for business growthOutline and coordinate weekly update meetings between sales and team heads to track industry and client progressions
Otc Client Clearing & Fixed Income Prime Brokerage
Fully on-boarded clients to the clearing process including explanation of internal and regulatory procedures, detailed walkthroughs of our reporting software and customizing processes to individual requestUnderstand the front to back workflow of cleared and prime brokered credit and rates derivativesPrimary point of contact for top tier clients responsible for resolving customer inquiries and concerns with by working internal and external entitiesDeveloped and trained… Show more Fully on-boarded clients to the clearing process including explanation of internal and regulatory procedures, detailed walkthroughs of our reporting software and customizing processes to individual requestUnderstand the front to back workflow of cleared and prime brokered credit and rates derivativesPrimary point of contact for top tier clients responsible for resolving customer inquiries and concerns with by working internal and external entitiesDeveloped and trained clearing teams worldwide on trade management and control processes Show less
Derivative Operations Settlements Analyst
Coordinate the timely and accurate settlements of multimillion dollar cash flows between Deutsche Bank and its top tier clientsManage client relationships by proactively approaching discrepancies to ensure needs are met and queries are resolved as quickly as possibleDeveloped Microsoft Excel macros to simplify and expedite the daily workload of the Derivatives Department
Marketing Associate
Constructed and sold customized festival incentive packages to corporate and individual sponsorsLiaison between Festival organizers, public relation firms, advertising providers, and donorsAssisted in crafting a strategic marketing plan which increased donations, business partnerships and Festival attendanceDaytona Beach International Festival raised record donations and sponsorships in 2009
Heath Altier, Mba education
Masters Of Business Administration (Mba)
Bachelor, Business Management
Bachelors, Business Administration And Management, General
Frequently asked questions about Heath Altier, Mba
Quick answers generated from the profile data available on this page.
What company does Heath Altier, Mba work for?
Heath Altier, Mba works for SS&C Black Diamond Wealth Solutions.
What is Heath Altier, Mba's role at SS&C Black Diamond Wealth Solutions?
Heath Altier, Mba is listed as Business Development Specialist at SS&C Black Diamond Wealth Solutions.
What is Heath Altier, Mba's email address?
AeroLeads has found 2 work email signals at @advent.com for Heath Altier, Mba at SS&C Black Diamond Wealth Solutions.
What is Heath Altier, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 386 for Heath Altier, Mba at SS&C Black Diamond Wealth Solutions.
Where is Heath Altier, Mba based?
Heath Altier, Mba is based in Sarasota, Florida, United States while working with SS&C Black Diamond Wealth Solutions.
What companies has Heath Altier, Mba worked for?
Heath Altier, Mba has worked for Ss&C Black Diamond Wealth Solutions, Ss&C Advent, Deutsche Bank, and Daytona Beach International Festival.
How can I contact Heath Altier, Mba?
You can use AeroLeads to view verified contact signals for Heath Altier, Mba at SS&C Black Diamond Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Heath Altier, Mba attend?
Heath Altier, Mba holds Masters Of Business Administration (Mba) from Stetson University.
What skills is Heath Altier, Mba known for?
Heath Altier, Mba is listed with skills including Banking, Investment Banking, Financial Analysis, Credit, Fixed Income, Equities, Bloomberg, and Risk Management.
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