Heather Neefe
Tell me more about Heather Neefe?
Heather Neefe is a highly experienced professional with 19.7 years of work experience. She possesses a wide range of skills including series 7, investments, strategic financial planning, and investment strategies. Currently, she is the Co-Founder & Vice President at R.U. Marketing in Bensenville, Illinois. Prior to this, she worked as a Financial Marketing Specialist and a Licensed Personal Banker at JPMorgan Chase & Co. Heather is known for her expertise in financial services and her ability to lead and manage teams.
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About
Co-Founder & Vice President at R.U. Marketing
Work Experience
co-founder & vice president at r u marketing
Advertising Services
Heather Neefe's Professional Milestones
- co-founder & vice president at r u marketing (2013-07-01~): Driving strategic initiatives and establishing RUD as an industry leader in marketing strategy and delivering exceptional customer experiences.
- Licensed Personal Banker (2004-02-01~2009-03-01): Creating successful accounts through diligent account management and client relationship restoration.
Skill
Series 7
Investments
Series 63
Strategic Financial Planning
Investment Strategies
Mutual Funds
Etfs
Budgets
Bonds
Securities
Management
Fixed Income
Strategic Planning
Account Management
Leadership
Microsoft Excel
Investment Advisory
Asset Allocation
401k Open Architecture Plans
Iras
Marketing
Web Design
Social Media
Social Media Marketing
Pos
Sales
Certification
Colleagues
Robert Urena
President
Other Named Heather Neefe
Frequently asked questions
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Heather Neefe's social media include: Linkedin,
Heather Neefe works for R.U. Marketing?
Heather Neefe's role in R.U. Marketing? is co-founder & vice president at r u marketing
Heather Neefe works in the industry of Advertising Services
Heather Neefe's colleagues are Robert Urena
Heather Neefe's latest job experience is co-founder & vice president at r u marketing at R.U. Marketing?