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@bakerstreetadvisors.com
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2 phones found area 415
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LinkedIn matched
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AeroLeads shows a work email signal at bakerstreetadvisors.com, phone signal with area code 415, and a matched LinkedIn profile for Heather Pelant.
Heather Pelant previously worked as Managing Director at Baker Street Advisors and Managing Director at Blackrock. Heather Pelant holds Mba, Business from Northwestern University - Kellogg School Of Management.
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AeroLeads found 1 current-domain work email signal for Heather Pelant. Compare company email patterns before reaching out.
Heather Pelant possesses expertise in etfs, investments, mutual funds, business strategy, financial markets and 8 more skills. She is proficient in Japanese.
Listed skills include Etfs, Investments, Mutual Funds, Business Strategy, and 9 others.
A career timeline built from the work history available for this profile.
San Francisco Bay Area
Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations.Our client investment portfolios reflect the principles of simplicity, cost-effectiveness and tax-efficiency.
San Francisco, Hong Kong, San Francisco, Toronto
June 2014 - Head of Personal InvestingAugust 2012 - Head of Retail/iShares and Private Bank Distribution for Hong Kong, Singapore, Southeast AsiaJuly 2010 - US iShares Private Wealth: Assembled and led a 30-person team responsible for business strategy, sales messaging, sales training, business management, client events, sponsorship and loyalty programs. January 2007 - Head of iShares Canada: Expatriate assignment. Raised $10 billion in net new assets accomplished with a lean efficient team.January 2003 - iShares Business Development: Responsible for selling iShares ETFs across Western United States. Built and maintained top tiered sales territory.
San Francisco Bay Area & Honolulu
July 2000 - Regional Vice President, San Francisco, CAResponsible for SMA, Mutual Fund and Fee-Based programs across California. Top ranked sales territory for fee-based account growth (27%) and SMA sales ($540M)January 1998 - Financial Advisor, Honolulu, HIBuilt successful advisory practice and achieved top tier status among third year cohorts resulting in invitation into Morgan Stanley high potential women mentoring program.
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AeroLeads has found 1 work email signal at @bakerstreetadvisors.com for Heather Pelant.
AeroLeads has found 2 phone signal(s) with area code 415 for Heather Pelant.
Heather Pelant is based in San Francisco, California, United States.
Heather Pelant has worked for Baker Street Advisors, Blackrock, and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Heather Pelant, including work email, phone, and LinkedIn data when available.
Heather Pelant holds Mba, Business from Northwestern University - Kellogg School Of Management.
Heather Pelant is listed with skills including Etfs, Investments, Mutual Funds, Business Strategy, Financial Markets, Series 7, Financial Planning, and Team Building.
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