AeroLeads people directory · profile
Heather Wolfe Email & Phone Number
Manager of Business Systems and Transformation
at
RTX
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Manager of Business Systems and Transformation
Location
State College, Pennsylvania, United States
Company size
Who is Heather Wolfe? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Heather Wolfe is listed as Manager of Business Systems and Transformation at RTX, a company with 134795 employees, based in State College, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Heather Wolfe.
Heather Wolfe previously worked as Director of Client Services at Pfg Wealth Advisors and Territory Sales Manager at Jostens. Heather Wolfe holds Bachelor Of Science - Bs, Finance, Financial Markets & Economics from Penn State University.
Company email context
Email format at RTX
This section adds company-level context without repeating Heather Wolfe's masked contact details.
RTX
Review company-level records connected to Heather Wolfe before choosing the right outreach path.
Profile bio
About Heather Wolfe
Personal interests in investments, real estate, green technology, local community involvement & volunteer work. Also enjoys outdoor activities, sporting events, travel and family time!Former YMCA of Centre County Board of Directors, Bellefonte PA
Listed skills include Business Planning, Microsoft Office, Analytical Skills, Finance, and 3 others.
Current workplace
Heather Wolfe's current company
Company context helps verify the profile and gives searchers a useful next step.
Rtx
7 roles
Heather Wolfe work experience
A career timeline built from the work history available for this profile.
Director Of Client Services
Pfg Wealth Advisors
- First point of contact for clients and oversees all aspects of processing new business for investment accounts and risk management
- Manages service requests for existing accounts, fields client questions, coordinates follow ups and is responsible for form submissions
- Oversees collaboration with clients to collect financial data, prepare client reports and furnishes forecasting and financial model projections via eMoney
Territory Sales Manager
- College Territory of Pennsylvania, New York, Ohio & West Virginia
- Deliver on divisional business plan within territory by translatingbusiness plan into account specific tactics within budgets
- Acquisition of new accounts and deepening distribution within existing accounts while analyzing costs verses profit potential
- Exhibit strong organizational and consultative sales skills to buildprofessional relationships while demonstrating keen business acumen
Sep 2017 - Feb 2021
Head Of Trading
- Managed a department of 5 people and was responsible for the $35M daily trading activity and accuracy of the department
- Prepared daily, monthly, quarterly and yearly reporting requirements of the clients, company, auditors and the SEC
- Answered client questions and attended client meetings and alsoinstalled, maintained and upgraded trading programs and software
Sep 2000 - Jan 2011
Senior Portfolio Accountant
Trinity Investment Management
- Performed daily accounting activities to maintain client’s portfolios with cash, trading, corporate actions and performance activity
- Prepared daily, monthly, quarterly and yearend reports for clients, portfolio managers, custodian banks and auditors on a timely basis
- Completed special reports and projects requested by portfolio managers and clients with little advanced notice
Apr 1996 - Sep 2000
Portfolio Accountant
Asset & Wealth Services
- Prepared quarterly pension plan reports for clients on a timely basis
- Remained in close contact with clients to keep portfolios current
- Read, analyzed and interpreted complex financial documents
Apr 1995 - Apr 1996
Personal Banking Representative
- Worked closely with customers to update and maintain their accounts
- Cross-sold appropriate bank products to customers
- Corrected errors and resolved problems to accounts
Jan 1994 - Apr 1995
1 education record
Heather Wolfe education
FAQ
Frequently asked questions about Heather Wolfe
Quick answers generated from the profile data available on this page.
What company does Heather Wolfe work for?
Heather Wolfe works for RTX.
What is Heather Wolfe's role at RTX?
Heather Wolfe is listed as Manager of Business Systems and Transformation at RTX.
Where is Heather Wolfe based?
Heather Wolfe is based in State College, Pennsylvania, United States while working with RTX.
What companies has Heather Wolfe worked for?
Heather Wolfe has worked for Rtx, Pfg Wealth Advisors, Jostens, Ofi Institutional Asset Management, and Trinity Investment Management.
How can I contact Heather Wolfe?
You can use AeroLeads to view verified contact signals for Heather Wolfe at RTX, including work email, phone, and LinkedIn data when available.
What schools did Heather Wolfe attend?
Heather Wolfe holds Bachelor Of Science - Bs, Finance, Financial Markets & Economics from Penn State University.
What skills is Heather Wolfe known for?
Heather Wolfe is listed with skills including Business Planning, Microsoft Office, Analytical Skills, Finance, Salesforce.Com, Sales Management, and Business Acumen.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Heather Wolfe you were looking for.
View similar profiles
