Heather Osborn work email
- Valid
- Valid
Heather Osborn personal email
Energetic team leader who excels at building relationships, collaborating, and establishing a vision for both colleagues and clients. Expertise at the enterprise level in building and executing financial planning strategy. Dedicated financial planning professional who can help you both by providing comprehensive guidance to high-net-worth clients and by training other associates to do so.Areas of Expertise:Financial Planning
-
Director Of Wealth PlanningBairdArrington, Tn, Us -
Director Of Wealth PlanningBaird Aug 2022 - PresentNashville, Tennessee, United States -
Financial Planning ManagerBaird Oct 2019 - Aug 2022Greater Nashville Area, Tn
-
Director Of Wealth PlanningHilliard Lyons Feb 2017 - Oct 2019Louisville, Kentucky AreaDevelop firm-wide financial planning strategy while leading three teams through implementation. -
Wealth Planners, ManagerHilliard Lyons Oct 2014 - Feb 2017Greater Nashville Area, TnOversee the management of the firms high net worth financial planning team.
-
Wealth PlannerHilliard Lyons Mar 2008 - Oct 2014Greater Nashville Area, TnDeliver comprehensive finacial planning services to the firms high net worth clients.
-
Financial Planning SpecialistHilliard Lyons Nov 2003 - Feb 2008Educate financial advisors on the financial planning process and promote the supporting technologies.
-
Financial AdvisorMorgan Stanely Aug 2001 - Oct 2003Bowling Green, Ky
-
Financial AssociateMerrill Lynch Jul 1999 - Jul 2001Bowling Green Area, Ky
Heather Osborn Skills
Heather Osborn Education Details
-
Fine/Studio Arts, General -
Business Enterprise InstituteBusiness Succession Planning -
Certified Financial Planner ®Financial Planning
-
College For Financial PlanningAccredited Asset Management Specialist
-
Mariemont Highschool
Frequently Asked Questions about Heather Osborn
What company does Heather Osborn work for?
Heather Osborn works for Baird
What is Heather Osborn's role at the current company?
Heather Osborn's current role is Director of Wealth Planning.
What is Heather Osborn's email address?
Heather Osborn's email address is ho****@****ard.com
What schools did Heather Osborn attend?
Heather Osborn attended Western Kentucky University, Business Enterprise Institute, The American College Of Financial Services, Certified Financial Planner ®, College For Financial Planning, Mariemont Highschool.
What are some of Heather Osborn's interests?
Heather Osborn has interest in Weight Training, Boating, Skiing, Wakeboarding.
What skills is Heather Osborn known for?
Heather Osborn has skills like Retirement Planning, Investments, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Uniform Combined State Law, Series 7, Wealth, Finance, Management, Mutual Funds.
Not the Heather Osborn you were looking for?
-
-
Heather Osborn
Consumer Advocate Division Of The Public Service Commission Of West VirginiaCharleston-Huntington Area3gmail.com, shumanlaw.com, shumanlaw.com -
2gmail.com, philips.com -
Heather Osborn
Los Angeles Metropolitan Area2gmail.com, ticketmaster.com6 +162625XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial