Heidi Locastro

Vice President, Investment Center

Name variants:
Adelaide Locastro
Last updated May 17, 2024

Contact Information

Last Update
Jul 8, 2022
Location
Baltimore, MD
Company

Workplace

Merrill Edge
Vice President, Investment Center

Industry

Financial Services

Work History

Vice President, Investment Center

from Nov 2017

Vice President and General Manager @ Thompson Financial Group

1295 State Street Ter, Springfield, MA 01109
May 2017 — Oct 2017

Director

6085 Marshalee Dr SUITE 210, Elkridge, MD 21075
Jul 2016 — May 2017

Director - Premier Client Group

200 Park Ave, New York, NY 10016
Jan 2015 — Jul 2016

Senior Manager - Wealth Management

730 3Rd Ave, New York, NY 10017
Sep 2000 — Dec 2014

Branch Manager

3435 Airborne Rd SUITE B, Wilmington, OH 45177
Aug 1998 — Jul 2000

Occupations

Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Corporate Executive

Skills

Retirement Planning
Wealth Management
Strategic Financial Planning
Mutual Funds
Management
Process Improvement
Portfolio Management

FAQs about Heidi Locastro

What is the main profession of Heidi Locastro?

Heidi is a Vice President, Investment Center.

What jobs is Heidi Locastro a professional at?

Heidi is a professional Executive and Vice President jobs.

Where does Heidi Locastro live?

Baltimore, Maryland is the place where Heidi Locastro lives

How many companies did Heidi Locastro work at?

Heidi Locastro worked at six jobs.

Where has Heidi Locastro studied?

Heidi studied at the University of Denver - Sturm College of Law from 1996 to 1998.

What is professional industry that Heidi Locastro worked in?

Heidi Locastro works in Financial Services industry.

Are there any skills Heidi Locastro has?

This professional has such skills as Retirement Planning, Wealth Management, Strategic Financial Planning, Mutual Funds, Management, Process Improvement, and Portfolio Management.
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