Heidi Patterson
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Heidi Patterson Email & Phone Number

CTMA (ACAMS) at MUFG Investor Services
Location: Canada, Canada, Canada 10 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
CTMA (ACAMS)
Location
Canada, Canada, Canada
Company size

Who is Heidi Patterson? Overview

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Quick answer

Heidi Patterson is listed as CTMA (ACAMS) at MUFG Investor Services, a company with 1075 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Heidi Patterson.

Heidi Patterson previously worked as Compliance Associate at Mufg Investor Services and KYC Officer at Koho. Heidi Patterson holds Working Towards A Full Cams Certification, Financial Crimes from Acams.

Company email context

Email format at MUFG Investor Services

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MUFG Investor Services

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Profile bio

About Heidi Patterson

Progressive professional pursuing a career in the financial services industry. Throughout my work history I have obtained significant transferable skills. I have a positive attitude and an on-going enthusiasm to continually learn. Looking to "make a difference" in a rewarding career.

Current workplace

Heidi Patterson's current company

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MUFG Investor Services
Mufg Investor Services
CTMA (ACAMS)
new york, united states
Employees
1075
AeroLeads page
10 roles

Heidi Patterson work experience

A career timeline built from the work history available for this profile.

Kyc Officer

Canada

Reviewed and processed customer identification at the onboarding level in accordance with company policies and procedures and as prescribed by FINTRAC, PCMLTFA and their associated regulations. Assessed client documentation for validity and followed up with customers when required. Communicated and responded to internal stakeholders and client queries..

Nov 2022 - Jan 2023

Marketing Manager

Truro, Nova Scotia, Canada

Consulted, managed and compiled data for the completion of a large website and catalogue update and re-design. Inclusive analytical review of technical product spec sheets for the design, compilation and roll-out of a large internal product catalogue. Conducted on-going research of competitors and marketing trends. Developed strategic advertising based on.

Apr 2021 - Feb 2022

Owner

Bible Hill, Nova Scotia, Canada

Home-based sole proprietorship offering project management, research and marketing consultation.

Jul 2020 - Jul 2021

Customer Service Representative, Transaction Services, Registry Of Motor Vehicles

Truro, Nova Scotia, Canada

Conducted transactions for both individuals and business customers related to the Registry of Motor Vehicles. Responsible for cash handling and balancing, the issuance and custody of serial and non-serial numbered inventory in accordance with established policies and procedures. Researched and obtained necessary confirmation through the Registry of Joint.

Apr 2019 - Jun 2020

Administrative Coordinator

The Lotus Centre

Truro, Nova Scotia, Canada

Responsible for providing all administrative duties to the Executive Director, Support Worker, and members of the Board of Directors. As the first contact person for the Centre, I greeted clients and welcomed them into a safe space in an appropriate, empathetic, and personable manner. Recognition as an integral support staff member for the Centre. Liaison.

Sep 2017 - Feb 2018

Legal Assistant

Truro, Nova Scotia, Canada

Provided administrative and legal support in a highly demanding and fast paced law firm with critical filing deadlines. Coordinated directly with the Courts. Developed and drafted legal correspondence, reports, notices, briefs, affidavits and pleadings. Liaised with clients, solicitors, court staff and the Judiciary. Managed lawyer schedules, entered.

Aug 2010 - Aug 2015

Court Reporter; Clerk Of The Court; Justice Of The Peace; Family Court Intake Assistant

Nova Scotia Department Of Justice, Court Services

Truro, Nova Scotia, Canada

Confidential administrative support to the judiciary and clients of the court system. Received and balanced funds received from fine payments. Entered and received data from multiple automated systems and networks, including JEIN. Entered Summary Offence Tickets, Criminal charges, hearing results from court appearances. Prepared, often complex, court.

Jul 2006 - Jul 2010

Data Entry Clerk

Province Of Nova Scotia, Property Assessment

Truro, Nova Scotia, Canada

Data entry and property value assessments calculated for all properties in Northern Nova Scotia in accordance with established policies and procedures. Maintained security of and performed records management (both digital and paper); account Maintenance; client inquiries; clerical support to Property Assessors and Management; consultation and collaboration.

Aug 2005 - Jul 2006

Customer Service Representative, Transaction Services, Registry Of Motor Vehicles

Halifax, Nova Scotia, Canada; New Glasgow, Nova Scotia, Canada

Conducted transactions for both individuals and business customers related to the Registry of Motor Vehicles. Responsible for cash handling and balancing, the issuance and custody of serial and non-serial numbered inventory in accordance with established policies and procedures. Researched and obtained necessary confirmation through the Registry of Joint.

Apr 2003 - Aug 2005
Team & coworkers

Colleagues at MUFG Investor Services

Other employees you can reach at mufg-investorservices.com. View company contacts for 1075 employees →

2 education records

Heidi Patterson education

Working Towards A Full Cams Certification, Financial Crimes

Acams

Ctma (Certified Transaction Monitoring Associate), Financial Crimes

Acams
FAQ

Frequently asked questions about Heidi Patterson

Quick answers generated from the profile data available on this page.

What company does Heidi Patterson work for?

Heidi Patterson works for MUFG Investor Services.

What is Heidi Patterson's role at MUFG Investor Services?

Heidi Patterson is listed as CTMA (ACAMS) at MUFG Investor Services.

Where is Heidi Patterson based?

Heidi Patterson is based in Canada, Canada, Canada while working with MUFG Investor Services.

What companies has Heidi Patterson worked for?

Heidi Patterson has worked for Mufg Investor Services, Koho, Casey Concrete, Hourglass Consulting, and Access Nova Scotia - Registry Of Motor Vehicles.

Who are Heidi Patterson's colleagues at MUFG Investor Services?

Heidi Patterson's colleagues at MUFG Investor Services include David Luong, Brian Macdonald, Niraj Bajaj, Marius Staicu, Pmp, and Irene Yerolemou, Cfa.

How can I contact Heidi Patterson?

You can use AeroLeads to view verified contact signals for Heidi Patterson at MUFG Investor Services, including work email, phone, and LinkedIn data when available.

What schools did Heidi Patterson attend?

Heidi Patterson holds Working Towards A Full Cams Certification, Financial Crimes from Acams.

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