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Heather Mattern Email & Phone Number

Lead Client Service Consultant at CBIZ at CBIZ

Location: Independence, Ohio, United States 4 work roles 1 school

1 work email found @cbiz.com 2 phones found area 408 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

CBIZ

Role

Lead Client Service Consultant at CBIZ

Location

Independence, Ohio, United States

Company size

3035 employees

Who is Heather Mattern? Overview

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Quick answer

Heather Mattern is listed as Lead Client Service Consultant at CBIZ at CBIZ, a with 3035 employees, based in Independence, Ohio, United States. AeroLeads shows a work email signal at cbiz.com, phone signal with area code 408, and a matched LinkedIn profile for Heather Mattern.

Heather Mattern previously worked as Lead DC Compliance Consultant at Cbiz and Retirement Plan Consultant at Invesmart, Inc.. Heather Mattern holds Bachelor Of Arts, Bachelor Of Arts, Business Administration; Minor In Human Resources And Psychology from Baldwin-Wallace College.

Company email context

Email format at CBIZ

This section adds company-level context without repeating Heather Mattern's masked contact details.

{first_initial}{last}@cbiz.com

89% confidence

AeroLeads found 1 current-domain work email signal for Heather Mattern. Compare company email patterns before reaching out.

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Profile bio

About Heather Mattern

Member of the American Society of Pension Professionals & Actuaries (ASPPA) and National Association of Plan Advisors (NAPA). Earned the QPA, QKC, QKA, CPFA and NQPC designations. President of the ABC Cleveland Chapter (Regional Affiliate of ASPPA) and a Member of WiPN.

Listed skills include Retirement Planning, Pensions, Retirement, Employee Benefits, and 16 others.

Current workplace

Heather Mattern's current company

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

Cbiz

Lead Client Service Consultant at CBIZ

cleveland, ohio, united states

Website

cbiz.com

Employees

3035

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Company profile

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4 roles · 28 years

Heather Mattern work experience

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

Lead Dc Compliance Consultant

Current

Cbiz

Responsible for managing and monitoring the daily administration of plans to ensure the plans are in compliance with current laws and legislation.

Jan 2007 - Present

Retirement Plan Consultant

Invesmart, Inc.

Westlake, Ohio

Provided consultative services for small to medium sized defined contribution plans. Managed book of business including the monitoring of compliance work and 5500's. Communicated plan amendment and design changes with technical services for recent law changes. Interfaced with operations for problem resolution.

Apr 2003 - Jan 2007

Client Manager

Keybank (Victory Capital Management)

Brooklyn, Ohio

Main contact for Plan Sponsor related issues and questions. Served as client consultant for various retirement plans providing feedback and assistance for document related issues, ensuring plans run in accordance with the Plan document. Established and improved client relationships by acknowledging and responding to client issues and questions efficiently and timely.

2002 - 2003 ~1 yr

Analyst

Keybank

Brooklyn, Ohio

Provided recordkeeping services and managed the day to day activities for retirement plans. Researched and reconciled account balance differences to trust recordkeeping systems. Resolved complex issues and plan related questions. Audited distribution and loans ensuring forms were processed accurately to minimize losses.

1999 - 2002 ~3 yrs

Team & coworkers

Colleagues at CBIZ

Other employees you can reach at cbiz.com. View company contacts for 3035 employees →

SW

Sutton Workman Colleague at CbizMemphis, Tennessee, United States View → JM

Joel Murphy Colleague at CbizUnited States View → TM

Timothy Mcgill Colleague at CbizUnited States View → DJ

Dana Jones-Ferry, Pmp Colleague at CbizUnited States View → JG

Joshua G. Colleague at CbizCorpus Christi, Texas, United States View → AS

Andrew Simpson, Cpa Colleague at CbizPortland, Maine, United States View → DW

Dalton Wilt Colleague at CbizUnited States View → HM

Holly Magruder Colleague at CbizKansas City, Missouri, United States View → LC

Laurie Calderaro Colleague at CbizBerea, Ohio, United States View → JB

Jack Bastable Colleague at CbizLeawood, Kansas, United States View →

1 education record

Heather Mattern education

Baldwin-Wallace College

Bachelor Of Arts, Business Administration; Minor In Human Resources And Psychology

FAQ

Frequently asked questions about Heather Mattern

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

What company does Heather Mattern work for?

Heather Mattern works for CBIZ.

What is Heather Mattern's role at CBIZ?

Heather Mattern is listed as Lead Client Service Consultant at CBIZ at CBIZ.

What is Heather Mattern's email address?

AeroLeads has found 1 work email signal at @cbiz.com for Heather Mattern at CBIZ.

What is Heather Mattern's phone number?

AeroLeads has found 2 phone signal(s) with area code 408 for Heather Mattern at CBIZ.

Where is Heather Mattern based?

Heather Mattern is based in Independence, Ohio, United States while working with CBIZ.

What companies has Heather Mattern worked for?

Heather Mattern has worked for Cbiz, Invesmart, Inc., Keybank (Victory Capital Management), and Keybank.

Who are Heather Mattern's colleagues at CBIZ?

Heather Mattern's colleagues at CBIZ include Sutton Workman, Joel Murphy, Timothy Mcgill, Dana Jones-Ferry, Pmp, and Joshua G..

How can I contact Heather Mattern?

You can use AeroLeads to view verified contact signals for Heather Mattern at CBIZ, including work email, phone, and LinkedIn data when available.

What schools did Heather Mattern attend?

Heather Mattern holds Bachelor Of Arts, Bachelor Of Arts, Business Administration; Minor In Human Resources And Psychology from Baldwin-Wallace College.

What skills is Heather Mattern known for?

Heather Mattern is listed with skills including Retirement Planning, Pensions, Retirement, Employee Benefits, Defined Contribution, 401 Retirement Savings Plans, 401K, and Benefits Administration.

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