Wealth Management@ Midland Wealth Management
Belvidere, Illinois, United States
Heath Sorenson, MBA, CFP®
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Northwestern University
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Tell me more about Heath Sorenson, MBA, CFP®?
FlashIntel GPTHeath Sorenson, MBA, CFP(r) is a highly experienced professional with 28.5 years of work experience in various roles. He has a strong background in risk management, wealth management, banking, and process improvement. Heath has held leadership positions at reputable financial institutions such as Midland Financial Advisors, Inc. and Midland Trust Company. He is skilled in strategic planning, asset management, and leadership. With a Bachelor's Degree from the University of Illinois at Urbana-Champaign, Heath is a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
University of Illinois at Urbana-Champaign - College of Business. Bachelor's Degree ... University of Illinois Alumni ... Portfolio Manager at BMO Harris Bank...
Work Experience
Wealth Management
Chief Operating Officer
Financial Services
Heath Sorenson, MBA, CFP®'s Professional Milestones
- President (2016-11-01~): Driving strategic initiatives to expand market share and maximize profitability for the company.
- Manager Investment And Capital Mrkt Operations (1995-05-01~2010-04-01): Optimized investment and capital management processes, driving sustainable growth and profitability.
Education
Skill
Risk Management
Wealth Management
Banking
Process Improvement
Series 7
Management
Strategic Planning
Asset Management
Leadership
Investment Management
Financial Services
Investment Advisory
Asset Allocation
Strategic Financial Planning
Retirement Planning
Relationship Management
Business Analysis
Mergers And Acquisitions
Vendor Management
Financial Advisory
Securities
Due Diligence
Estate Planning
Wealth Management Services
Mergers
Business Planning
Sales Management
Strategy
Executive Management
Business Strategy
New Business Development
Accounting
401k
Budgets
Finra
Investment Strategies
Series 63
Team Building
Financial Planning
Investments
Certification
Colleagues
Ryan Lange, CFA, CAIA
Chief Investment Officer
Nicole Fasano
senior trust officer - manager of trust services at midland wealth management
Betsy Pierson
chief investment officer at midland wealth management
Donna Noble
Chief Compliance Officer
Nino Ciaccio
assistant portfolio manager at midland wealth management
Other Named Heath Sorenson, MBA, CFP®
Frequently asked questions
We found 7 Heath Sorenson, MBA, CFP®'s email addresses
Heath Sorenson, MBA, CFP®'s social media include: Linkedin,
Heath Sorenson, MBA, CFP® works for Midland Wealth Management
Heath Sorenson, MBA, CFP®'s role in Midland Wealth Management is Wealth Management
Heath Sorenson, MBA, CFP® works in the industry of Financial Services
Heath Sorenson, MBA, CFP®'s colleagues are Ryan Lange, CFA, CAIA,Nicole Fasano,Betsy Pierson
Heath Sorenson, MBA, CFP®'s latest job experience is Wealth Management at Midland Wealth Management
Heath Sorenson, MBA, CFP®'s latest education in Northwestern University
