Since 2018, Megan Heintzkill has been working in 1St National Bank - 1087, 1087. This expert is a high-skilled Director of Financial Planning with over 27 years of work experience. According to Megan's CV and work profile, the professional has worked at more than seven companies with diverse backgrounds and got different skills. Megan attended school at the Institute of Divorce Financial Analysts from 2010 to 2014. Megan Heintzkill can be found in Green Bay, Wisconsin – where this professional is currently located. You can search for this expert's email address and number. We can also provide you with detailed contact information upon request.
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Meg Heintzkill
Last updated Apr 15, 2024
Contact Information
Workplace
Colleagues
Work History
Director of Financial Planning
140 west Huron St, Berlin, WI 54923
Responsible for directing the Investment Services department in all areas with emphasis on creating business development opportunities among existing and prospective bank clients through the...
from Aug 2018
Director of Financial Planning
Nicolet Wealth Management, Green Bay WI (recently merged with Baylake Bank) Position involves all aspects of growing assets under management for Registered Investment Advisory firm owned by ...
Jan 2015 — Aug 2018
Wealth Management Advisor
Responsible for advising high net worth clients and small business owners in insurance, investments, estate planning, and taxes through financial planning process. Position required developi...
Jul 2001 — 2006
Financial Account Manager
Responsible for advising high net worth clients and small business owners in insurance, investments, estate planning, and taxes through financial planning process. Position required developi...
1999 — 2001
Financial Administrator
All aspects of financial administration including payroll, accounts payable and receivable, and bookkeeping for busy multi-doctor chiropractic clinic. Responsible for successful conversion o...
1989 — 1999
Unemployment Compensation Adjudicator
Responsible for interviewing claimant and employer in disputed unemployment compensation claims and issuing a formal initial written determination as to whether benefits were allowed or deni...
1982 — 1989
Education
2010 — 2014
2010 — 2013
2000 — 2002
1977 — 1981
Occupations
Executive
Director
Operations Manager
Skills
Small Business
Retirement Planning
Wealth Management
Certified Financial Planner
Finance
Personal Finance
Investment Advisory
Accounting
Tax
Investments
Mutual Funds
FAQs about Megan Heintzkill
What's the main profession of Megan Heintzkill?
This professional's job is Director of Financial Planning
What are the profession of This expert?
These person's professions are Executive and Director
Where does Megan Heintzkill live?
They lives in Green Bay, Wisconsin.
What is Megan Heintzkill's email?
Megan's email is me**@hotmail.com.
How many companies did Megan Heintzkill work at?
The professional worked at seven jobs.
Where has Megan Heintzkill studied?
Megan studied at the Institute of Divorce Financial Analysts from 2010 to 2014.
Are there any professional industries, that Megan Heintzkill is connected to?
This person works in Banking industry.
Are there any special skills Megan Heintzkill has?
Megan has such skills as Small Business, Retirement Planning, Wealth Management, Certified Financial Planner, Finance, Personal Finance, Investment Advisory, Accounting, and Tax.