Mark Heier, Cfa®
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Mark Heier, Cfa® Email & Phone Number

Wealth Management Banker at U.S. Bank at U.S. Bank
Location: Lynnwood, Washington, United States 6 work roles 2 schools
1 work email found @usbank.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@usbank.com
LinkedIn Profile matched
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Current company
Role
Wealth Management Banker at U.S. Bank
Location
Lynnwood, Washington, United States
Company size

Who is Mark Heier, Cfa®? Overview

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Quick answer

Mark Heier, Cfa® is listed as Wealth Management Banker at U.S. Bank at U.S. Bank, a with 59540 employees, based in Lynnwood, Washington, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Mark Heier, Cfa®.

Mark Heier, Cfa® previously worked as Wealth Management Banker, AVP at U.S. Bank and Payment Solutions Consultant at U.S. Bank. Mark Heier, Cfa® holds Bsba, Economics, 3.6 from Duquesne University.

Company email context

Email format at U.S. Bank

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*@usbank.com
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AeroLeads found 1 current-domain work email signal for Mark Heier, Cfa®. Compare company email patterns before reaching out.

Profile bio

About Mark Heier, Cfa®

With 10+ years in the financial services industry at the fifth largest bank in the U.S., I have discovered that my career passion is building relationships with our clients and helping them to achieve their goals and dreams. In my role, I work in a collaborative team based environment where the sole focus is helping our clients get where they want to be financially. It is a rewarding experience to help guide clients through the complicated process that is personal wealth management and I couldn't be happier to do this for an organization that promotes client advocacy and always putting the client first.

Listed skills include Financial Analysis, Small Business, Banking, Investments, and 29 others.

Current workplace

Mark Heier, Cfa®'s current company

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U.S. Bank
U.S. Bank
Wealth Management Banker at U.S. Bank
minneapolis, minnesota, united states
Website
Employees
59540
AeroLeads page
6 roles

Mark Heier, Cfa® work experience

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

Wealth Management Banker, Avp

Current

Lynnwood, Wa

In this role I have had the opportunity to work in a collaborative team based environment where the experience of our clients is the focus of our efforts. We specialize in managing wealth for clients with personal net worth in the $1-5+ million range. U.S. Bank, multiple time winner of Ethisphere's "World's Most Ethical Companies" award and named "Best National Bank" by Kiplinger's Personal Finance in 2017 empowers us to do the right thing and be advocates for our clients. My area of expertise is in customized lending solutions secured against real estate or liquid collateral, with unsecured lending options also available.

Nov 2015 - Present

Payment Solutions Consultant

Greater Seattle Area

Feb 2013 - Nov 2015

Small Business Specialist

Woodinville, Wa

Dec 2011 - Feb 2013
Team & coworkers

Colleagues at U.S. Bank

Other employees you can reach at usbank.com. View company contacts for 59540 employees →

2 education records

Mark Heier, Cfa® education

FAQ

Frequently asked questions about Mark Heier, Cfa®

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

What company does Mark Heier, Cfa® work for?

Mark Heier, Cfa® works for U.S. Bank.

What is Mark Heier, Cfa®'s role at U.S. Bank?

Mark Heier, Cfa® is listed as Wealth Management Banker at U.S. Bank at U.S. Bank.

What is Mark Heier, Cfa®'s email address?

AeroLeads has found 1 work email signal at @usbank.com for Mark Heier, Cfa® at U.S. Bank.

Where is Mark Heier, Cfa® based?

Mark Heier, Cfa® is based in Lynnwood, Washington, United States while working with U.S. Bank.

What companies has Mark Heier, Cfa® worked for?

Mark Heier, Cfa® has worked for U.S. Bank, Western Hockey League, Westvac Industrial Ltd., and Student Works Painting.

Who are Mark Heier, Cfa®'s colleagues at U.S. Bank?

Mark Heier, Cfa®'s colleagues at U.S. Bank include Paula Simpson, Jason Shealy, Taco Clip, Kalisha Nellan, and Alyssa Kaiser.

How can I contact Mark Heier, Cfa®?

You can use AeroLeads to view verified contact signals for Mark Heier, Cfa® at U.S. Bank, including work email, phone, and LinkedIn data when available.

What schools did Mark Heier, Cfa® attend?

Mark Heier, Cfa® holds Bsba, Economics, 3.6 from Duquesne University.

What skills is Mark Heier, Cfa® known for?

Mark Heier, Cfa® is listed with skills including Financial Analysis, Small Business, Banking, Investments, Excel, Quantitative Analysis, Equity Research, and Valuation.

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