Heidi Westfall

Heidi Westfall Email and Phone Number

Wealth Manager at RTI Wealth Management
Heidi Westfall's Location
Salt Lake City Metropolitan Area, United States
Heidi Westfall's Contact Details

Heidi Westfall personal email

About Heidi Westfall

As a wealth advisor, my greatest joy is empowering people to pursue their life goals through financial well-being. I am committed to adding value to my clients’ daily lives by building comprehensive plans and investment strategies that will define the path to wealth. I want to ensure that my clients make confident financial choices, so that wherever your individual journey takes you, you have a path and the support to new summits.My clients are people just like you, people who own businesses, financially independent women, people looking to build a legacy, or those looking to live their best life. Whether you are building your financial future or need an advocate to guide you through your financial decisions, it all comes down to asking the right questions. I help you to ask the right questions.I was raised in a family who knew the values of thinking outside the box, if we didn’t know the answer or have the right part, we were taught to figure it out, create a solution and make it better. As your financial hub, I bring all aspects of your financial life together to work for your benefit. It’s about building the right financial solutions for your life. I am committed to helping you define your wealth and build a plan to pursue financial independence.My passion for fly fishing, steep chutes and floatplane adventures have taught me about the importance of plotting your path. Whether plotting a flight or picking the right line to ski through the steeps, the same discipline applies to plotting your path when it comes to your finances, and I am your guide towards your goals.Securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Heidi Westfall's Current Company Details

Wealth Manager at RTI Wealth Management
Heidi Westfall Work Experience Details
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed May 2016 - Jul 2021
    Salt Lake City, Ut
    I help guide individuals, families and businesses toward pursuing their long-term financial goals by creating personalized written financial plans based on real objectives.
  • West + Read Consulting Llc
    Partner - Hospitality Solutions
    West + Read Consulting Llc Nov 2015 - May 2016
    Greater Salt Lake City Area
  • Coast Mountain Gm
    Business Development Manager
    Coast Mountain Gm Feb 2014 - Nov 2014
    Responsible for corporate and department strategic planning. Worked to raise community profile and market share through corporate restructuring and community involvement. Directed and facilitated all marketing programs, community events and sponsorships. Dealt directly with vendors and negotiated contracts. Implemented corporate cultural development and employee training. Conducted HR training and personnel assessments, published HR & Policy manual. Responsible for all corporate compliance with GMC Canada. Conducted budget and profitability reviews with calculated result recommendations.
  • Insight Solutions Inc.
    Owner
    Insight Solutions Inc. Feb 2010 - Feb 2014
    Business consulting to independent ownership companies with expanding markets. Focus on business development, project management, operating systems, personnel assessment, management strategies. HR team development, writing customized manuals and providing direct training. Financial analysis, short and long term goal planning with measured results. Legacy planning.
  • Northwest Kitchen Centre
    Business Manager, Sales & Marketing
    Northwest Kitchen Centre Feb 2010 - Feb 2014
    Smithers Bc
    Oversaw financial operations and client relations. Responsible for job quotes, direct sales and customer relations. Financial controller, budgeting and banking compliance. New product and services development and research. Implimented marketing B2B and multi media reach programs. Employee training and reviews.
  • Hinest Designs Inc.
    Owner & Operator
    Hinest Designs Inc. Jan 1996 - Feb 2010
    Operated a restaurant. Held annual fundraisers and live events. Introduced benefits packages, educational support and extensive on the job training; implemented employee mentorship program and leadership training. Involved in community policy and developing pro-business legislation. Responsible for vendor agreements and negotiations, financial controls, budgeting. Invested in management and POS systems to increase profitability and efficiency. Supported numerous local charities.

Heidi Westfall Skills

Leadership Coordinating Events Team Building Social Media Human Relations Personnel Management Executive Management Corporate Branding Restaurant Management Project Control Business Development Business Analysis Negotiation Fundraising Strategic Planning Executive Support Operations Management Marketing Project Coordination Employee Relations Organizational Culture Cross Functional Team Leadership Event Management Training Executive Administrative Assistance Employee Training Product Management Customer Service Property Management Contract Negotiation Project Planning Budgets Management Project Management Coaching Culinary Management Corporate Events Vendor Relationship Management Organizational Leadership Marketing Strategy People Skills Community Empowerment Logistics Management

Frequently Asked Questions about Heidi Westfall

What is Heidi Westfall's role at the current company?

Heidi Westfall's current role is Wealth Manager at RTI Wealth Management.

What is Heidi Westfall's email address?

Heidi Westfall's email address is he****@****ell.com

What are some of Heidi Westfall's interests?

Heidi Westfall has interest in Children, Economic Empowerment, Environment, Education, Arts And Culture, Health.

What skills is Heidi Westfall known for?

Heidi Westfall has skills like Leadership, Coordinating Events, Team Building, Social Media, Human Relations, Personnel Management, Executive Management, Corporate Branding, Restaurant Management, Project Control, Business Development, Business Analysis.

Not the Heidi Westfall you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.