With over thirty-five years in the financial services industry, Heidi has managed businesses providing domestic plan design, administration and actuarial services as well as global equity plan consulting. She holds FINRA Series 65 registrations through Resources Investment Advisors.
Heidi is a dual national of both the US and UK, fluent in French, and studied actuarial science in the graduate program at Georgia State University and applied mathematics and statistics at SUNY Stony Brook. Heidi also holds a black belt in both judo and karate, and has competed in international competitions. She lives in White Plains, NY with her husband, Craig, and three children.
