business process optimization director| wealth strategies at wealth enhancement group@ Wealth Enhancement Group
Parsippany, New Jersey, United States
Heidi Juttner, MBA, PMP
GET FULL PROFILE 
Bryant University
Real-Time AI Research
FlashIntel GPT
Tell me more about Heidi Juttner, MBA, PMP?
FlashIntel GPTHeidi Juttner, MBA, PMP is a highly experienced professional with 26.8 years of work experience. She has a strong background in iaccp, compliance, client service, management, and leadership. Currently, she serves as the Chief Compliance Officer of MACRO Consulting Group, a prestigious wealth management firm located in Parsippany, NJ. Heidi has a proven track record of ensuring compliance with industry regulations and requirements. She has also held various leadership positions in reputable organizations such as Keller Williams Towne Square Realty and MACRO Consulting Group.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Formerly the Chief Compliance Officer of MACRO Consulting Group, a prestigious wealth management firm located in Parsippany, NJ. As the Chief Compliance Officer of MACRO Consulting Group, an SEC-registered firm, I ensured MACRO's advisors and staff remained informed about, and trained on, changing industry regulations and requirements. I have passed the FINRA Series 24, the FINRA Series 7 license, the Uniform Combined State Law Examination Series 66 which are held through LPL Financial. Prior to joining MACRO Consulting Group in 2004, I oversaw the weekly sale operations and distribution process for one of the largest grocery chains on the east coast and also built the Merchant Services group for a large consumer credit provider. In addition, I headed up the Service and Support group for a leading specialized-technology provider for the advertising industry located in NYC.
...See MoreWork Experience
business process optimization director| wealth strategies at wealth enhancement group
Strategic Initiatives Director
Senior Project Manager
Compliance Director
Financial Services
Heidi Juttner, MBA, PMP's Professional Milestones
- Chief Compliance Officer (2014-08-01~2021-06-01): Implementing robust compliance strategies to ensure adherence to regulatory frameworks and minimize risk.
- Licensed Real Estate Agent (2018-12-01~): Achieved record-breaking sales, consistently exceeding client expectations.
Education
Management,
Finance,
Master Of Business Administration,
Masters,
Bachelors,
Bachelor Of Science,
Mgmt Of Operations & Technologies,
General
1986-1990Skill
Iaccp
Compliance
Client Service Oriented
Management
Leadership
Teamwork
Real Estate License
Residential Homes
Financial Services
Strategic Planning
Customer Service
Consulting
Certification
Colleagues
John Wernz
Executive Vice President | Chief Marketing Officer
Elizabeth Hansen
Senior Vice President | Chief Compliance Officer
Rick Shideman
Chief Information Officer
Michelle Brownstein, CFP®
Chief New Client Development Officer
Jeni Cuene
director of operations | administrator | business owner | world changer
Other Named Heidi Juttner, MBA, PMP
Frequently asked questions
We found 3 Heidi Juttner, MBA, PMP's email addresses
We found 2 Heidi Juttner, MBA, PMP's phone numbers
Heidi Juttner, MBA, PMP's social media include: Linkedin,
Heidi Juttner, MBA, PMP works for Wealth Enhancement Group
Heidi Juttner, MBA, PMP's role in Wealth Enhancement Group is business process optimization director| wealth strategies at wealth enhancement group
Heidi Juttner, MBA, PMP works in the industry of Financial Services
Heidi Juttner, MBA, PMP's colleagues are John Wernz,Elizabeth Hansen,Rick Shideman
Heidi Juttner, MBA, PMP's latest job experience is business process optimization director| wealth strategies at wealth enhancement group at Wealth Enhancement Group
Heidi Juttner, MBA, PMP's latest education in Bryant University
