Heather M Hausmann

Vice President Business Manager

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Location:

115 Euclid Ave, Royal Oak, MI 48067

Industry:

Investment Banking

Work:

Merrill Lynch Jul 2015 - Jul 2018
Vice President Client Relationship Manager
Merrill Lynch Jul 2015 - Jul 2018
Vice President Business Manager
Merrill Lynch Sep 2014 - Jul 2015
Associate Client Relationship Manager
Morgan Stanley Mar 2012 - Sep 2014
Senior Registered Associate
Morgan Stanley Sep 2010 - Mar 2012
Complex Administrator

Education:

Saginaw Valley State University 2002 - 2004
Bachelors, Bachelor of Science, Psychology, Criminal Justice Grand Valley State University 2001 - 2002
Bachelors, Bachelor of Science, Psychology Caro Community High School

Skills:

Series 7
Series 63
Financial Planning
Series 65
Mutual Funds
Securities
Retirement Planning
Uniform Combined State Law
401K
Finra
Investment Advisory
Investment Strategies
Finance
Management
Investments
Wealth Management
Series 6
Licensed Life and Health Insurance Agent
Microsoft Excel
Concur
Series 24
Wealth Management Services
Life and Health Insurance Licenses
Alternative Investments
Asset Allocation
Financial Services
Series 66
Peoplesoft
Peopleclick
Powerpoint
Strategic Financial Planning
Banking
Asset Management
Series 3
Series 9
Series 10

Languages:

English

Heather Hausmann

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