👤 Personal Information
Full Nameheidi eckland
GenderFemale
Locationsheridan, wyoming (united states)
Birth Year—
💼 Professional Details
Job Titlefinancial consultant
Industryinvestment management
Experience9 years
SummaryExperienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Tax Advantaged Income Strategies, Municipal Bonds, Bond Markets, Securities, and Retirement Planning. Strong finance professional with a Master of Business Administration from Chadron State College.
🛠 Skills
retirement planning
series 7
financial strategies
financial advisory
mutual funds
wealth management
investments
estate considerations
securities
portfolio reviews
asset strategies
financial analysis
equities
financial services
insurance
qualified retirement plans
tax free income
annuity sales
bond markets
municipal bonds
wealth strategies
successful business owner
business relationship management
financial planning
leadership
facilitation
marketing event planning