Maggie Heinz is a qualified expert, working in Refinitiv on the position of Product Manager since 2019. Maggie Heinz gained professional experience in more than ten positions at different companies. Maggie Heinz went to the Keller Graduate School of Management of Devry University and was studying from 2002 to 2004. This expert has such professional qualifications as Certified Trust and Financial Advisor, Certificate of Project Management, and Charles River Investment Management System Certification - Priviledging and Workflow Design. Chicago, Illinois is the area, where this professional was known to live. This person's phone number and email can be easily accessed through this website on demand.
Name variants:
Margaret Heinz
Last updated Jun 03, 2024
Contact Information
Last Update
Jun 23, 2022
Email
tr**@yahoo.com
Location
Chicago, IL
Company
Refinitiv
Workplace
Product Manager
Work History
Product Manager
Wealth Management Product Manager for the BETA Host brokerage platform focusing on Account Master, Document Tracking and Customer Statements.
from May 2019
Geekcause Volunteer Business Analyst and Project Manager - Hands on Nashville
37 Peabody St, Nashville, TN 37210
Responsible for eliciting requirements and process improvements for a non-profit clinic in TN.
from Mar 2019
Manager of Business Architecture
600 Charlotte Ave, Nashville, TN 37243
Manager of the Business Architect team for the Department of Treasury. Responsible for managing a team of Business Architects and a Business Specialist while continuing to provide value to t...
Oct 2018 — Feb 2019
Business Architect
600 Charlotte Ave, Nashville, TN 37243
Business Architect for the Department of Treasury's pension administration application. Responsible for enhancements to the application to ensure compliance with new laws and strategic busin...
Apr 2017 — Oct 2018
Product Manager
50 south La Salle St, Chicago, IL 60603
Product Manager for Wealth Management Portfolio Managers and Financial Consultants. Products include asset allocation, advisory and data aggregation. Member of a project team that implemente...
Aug 2013 — Mar 2017
Vice President - Program Manager
50 south La Salle St, Chicago, IL 60603
Program Manager for the Asset Management PMO. Managed multiple software development implementations across North America, EMEA and APAC across business units including the implementation of ...
Jan 2010 — Aug 2013
Manager of Fiduciary Administrators
50 south La Salle St, Chicago, IL 60603
Managed of a team of Fiduciary Trust Administrators while maintaining an entire book of business. Member of the Family Business Reg 9 investment subcommittee. Subject matter expert and busin...
Feb 2009 — Dec 2009
Senior Fiduciary Administrator
50 south La Salle St, Chicago, IL 60603
Sr. Fiduciary Administrator for Ultra High Net Worth clients. Managed multiple complex client relationships including Personal Trust Administration and Asset Allocation implementations. Comp...
Nov 2002 — Feb 2009
Senior Business Process Analyst
50 south La Salle St, Chicago, IL 60603
Sr. Business Process Analyst executing all phases of a substantial software implementation including testing, conversion and implementation for Eagle Investment Systems. Responsible for fost...
Oct 2000 — Nov 2002
Team Leader, Information Delivery
Chicago, IL
Team leader for Wealth Management Information Delivery. Led a team of eight analysts while maintaining and auditing an entire desk of taxable accounting and performance statements. Responsib...
Oct 1996 — Oct 2000
Education
1991 — 1995
Occupations
Executive
Produce Manager
Waiter
Host
Accountant
Finance and Accounting Specialist
Business Analyst
Project Manager
Volunteer
Non-Profit
Production Manager
Accounting Bookkeeper
Bookkeeper
Analyst
Analysts
Project Managers
Skills
Wealth Management
Asset Allocation
Investments
Financial Advisory
Mutual Funds
Management
Leadership
Portfolio Management
Investment Strategies
Alternative Investments
Fixed Income
Securities
Business Process Management
Project Management
Program Management
Pmo
Change Management
Business Process Improvement
Business Architecture
Asset Management
Business Analysis
Financial Services
Customer Relationship Management
Equities
Business Process
Software Development Life Cycle
Vendor Management
Visio
Jira
Charles River Ims
Salesforce.com
Leankit
Sharepoint
Customer Service
Scrum
FAQs about Maggie Heinz
What's the main profession of Maggie Heinz?
Maggie is a Product Manager.
What jobs is Maggie Heinz a professional at?
Maggie is proficient at such jobs as Executive and Produce Manager.
Where does Maggie Heinz currently live?
The professional currently lives in Chicago, Illinois.
Does Maggie Heinz have the email address?
tr**@yahoo.com is Maggie Heinz's email address.
Where did Maggie Heinz work?
Maggie worked at Refinitiv, Hands on Nashville.
What education does Maggie Heinz have?
Maggie studied at the Keller Graduate School of Management of Devry University from 2002 to 2004.
Are there any certifications Maggie Heinz has?
The professional received the following certifications: Certified Trust and Financial Advisor and Certificate of Project Management.
What is the industry that Maggie Heinz worked in?
This professional works in Financial Services industry.