Heidi Hutchison Email and Phone Number
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Successful business professional with over fifteen years of management experience with a strong emphasis in compliance, operations and project management.
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Registered Client AssociateMerrill Lynch Feb 2019 - PresentIndianapolis, Indiana -
Regional Administrative ManagerNoyes Oct 2018 - Feb 2019Indianapolis, Indiana Area
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Senior Registered Client Associate, Vice PresidentWells Fargo Advisors Sep 2010 - Sep 2018Rancho Santa Fe, CaliforniaWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC -
National Audit Operations ManagerNational Regulatory Services (Formerly Compliancemax ) Aug 2007 - Dec 2009•Created and managed a systematic method that streamlined the delivery and accurate reporting of over 2000 branch Investment Advisor and Broker Dealer audits nationwide generating 1.6 million in annual revenue. •Increased customer satisfaction resulting in renewal of long term service contracts with Field Audit Departments’ two largest clients. •Improved delivery and completion status of audits for Field Audit Department by 20%. •Developed a program that analyzed and tracked Audit Departments’ expense budget allowing for more authentic reporting on profitability.•Coordinated with the management team to streamline the hiring and training process of the remote audit team, resulting in reduced staff attrition. •Established on-boarding procedures for new audit clients and technology upgrades resulting in accurate and timely implementation and delivery.
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Operations ManagerCompliancemax Financial Jan 2007 - Aug 2007•Managed the build out and relocation of the San Diego headquarters to new 10,000 square foot facility. Project completed on schedule and within budget. •Evaluated firm’s administrative staffing needs and created new office position resulting in more efficient communication among branch employees and increased response time to client inquiries. •Implemented follow up procedures with customers to determine technology usage and satisfaction.•Established tracking procedures for consulting department enabling more accurate billing revenue per consultant. •Transitioned company to new HR administrator with ongoing management of HR policies and procedures.
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Vice President, Branch Administrative ManagerWachovia Securities Aug 2005 - Dec 2006Managed compliance and administrative policies.Assisted in recruiting of new Financial Advisors Organized and managed transition of new recruits.Created and implemented procedures to streamline operations productivity of sales force. Educated personnel regarding new policies and procedures. Hired, supervised, and lead support staff of 15. -
Vice President, Complex Administrative ManagerWachovia Securities Jan 2004 - Jul 2005Promoted from Branch Administrative Manager to Complex Administrative Manager overseeing compliance and administrative policies for New England branches- Burlington, MA, Portsmouth, NH, Manchester, NH and Portland, ME.Created and implemented procedures that resulted in streamlined operations of all four branches to enhance productivity of sales force. Educated Complex personnel regarding new policies and procedures of newly merged firms decreasing attrition of employees and increasing the customer experience during transition.
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Associate Vice President, Branch Administrative ManagerPrudential Securities/Wachovia Securities Jul 2002 - Dec 2003Oversaw and managed compliance and administrative policies in branch with 45 financial advisors and an annual revenue in excess of $20 million. Interacted with and managed regulatory agency activity. Identified and implemented steps to keep branch fixed and variable costs below firm expectations.Hired, supervised, and lead branch support staff.
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Vice President, Program ManagerPrudential Securities Jul 1999 - Jan 2001Promoted from branch office to Corporate Strategic Initiatives department.Built training program for unique national branch client service position in response to firm client satisfaction initiative Recruited, hired and trained 100 individuals to represent firm in new client service positionSuccessfully implemented and managed client service program in 70 branches nationwide
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Associate Vice President, Branch Administrative ManagerPrudential Securities May 1995 - Jun 1999Promoted to second in line management position new to branch management teamOversaw and managed compliance and administrative policies in branch with 35 financial advisors generating in excess of $15 million in annual revenueImplemented procedures that resulted in branch obtaining and maintaining above average compliance audits
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Assistant Vice President, Branch Operations ManagerPrudential Securities Jan 1994 - May 1995
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Branch AdministratorPrudential Securites Jan 1992 - Dec 1993
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Sales AssistantPrudential Securites Apr 1988 - Dec 1991
Heidi Hutchison Education Details
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Ba - Labor Studies/Employment Relations -
Grosse Pointe High
Frequently Asked Questions about Heidi Hutchison
What company does Heidi Hutchison work for?
Heidi Hutchison works for Merrill Lynch
What is Heidi Hutchison's role at the current company?
Heidi Hutchison's current role is Registered Client Associate at Merrill Lynch.
What is Heidi Hutchison's email address?
Heidi Hutchison's email address is he****@****ors.com
What is Heidi Hutchison's direct phone number?
Heidi Hutchison's direct phone number is +131487*****
What schools did Heidi Hutchison attend?
Heidi Hutchison attended Rutgers University, Grosse Pointe High.
Who are Heidi Hutchison's colleagues?
Heidi Hutchison's colleagues are Andrew Basa, Meghan Mckee, Priscilla Do, Cfp®, Adam Klupchak, Marc Melcher, Colin Reed, Reina Barry.
Not the Heidi Hutchison you were looking for?
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Heidi Hutchison
Effingham, Il1amsurg.com -
Heidi Hutchison
San Luis Obispo, Ca -
2friends-select.org, friendsbalt.org9 +141098XXXXX
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Heidi C. Hutchison, JD/MBA
San Diego Metropolitan Area4chirotouch.com, ymca.org, yahoo.com, vistage.com5 +185824XXXXX
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