About
I have 15 years of experience helping financial institutions develop and implement long-term business strategies. I partner with financial services firms to develop target operating models and go-to-market strategies that consider internal and external impacts. I also have experience with conducting deal due diligence, regulatory and control assessments, process optimization, and technology implementations.
My career has been focused on helping financial services firms to be more effective and efficient, but my professional drive comes from my personal motivation to solve the retirement crisis. I genuinely care about people's future and helping them understand the impact of their financial choices.
Articles by Heather
Activity
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JOB ALERT: Vanguard is looking to hire a bilingual (English/Spanish) sales executive to be based in Miami. The Offshore Sales Executive will generate…
JOB ALERT: Vanguard is looking to hire a bilingual (English/Spanish) sales executive to be based in Miami. The Offshore Sales Executive will generate…
Liked by Heather Farrow
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🥳 Pumped to share that Blossom now connects with Webull Securities (Canada) Limited!!! 🔥 Shout out to the Canada CEO Michael J. Constantino and…
🥳 Pumped to share that Blossom now connects with Webull Securities (Canada) Limited!!! 🔥 Shout out to the Canada CEO Michael J. Constantino and…
Liked by Heather Farrow
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I'm excited to share that I've transitioned to leading Vanguard Canada's Sales Enablement team. I'm proud to work for a company with a noble mission…
I'm excited to share that I've transitioned to leading Vanguard Canada's Sales Enablement team. I'm proud to work for a company with a noble mission…
Shared by Heather Farrow
Experience
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Education
Licenses & Certifications
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Certified Public Accountant
Pennsylvania State Board of Accountancy
Issued ExpiresCredential ID CA054786
More activity by Heather
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My view from the stage at the Blossom Investor Social today in Toronto. Great event and awesome to see so many addy members IRL! Nice work Maxwell…
My view from the stage at the Blossom Investor Social today in Toronto. Great event and awesome to see so many addy members IRL! Nice work Maxwell…
Liked by Heather Farrow
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Honored to have given the opening remarks at yesterday's Diversity, Equity, and Inclusion Allyship Panel in our Vanguard Toronto office! It was…
Honored to have given the opening remarks at yesterday's Diversity, Equity, and Inclusion Allyship Panel in our Vanguard Toronto office! It was…
Liked by Heather Farrow
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What a fun evening with Women in ETFs CANADA! Thanks to everyone that came out to our summer social ☀ Tammy Cash, CMTanya Rowntree, ICD.D Amanda…
What a fun evening with Women in ETFs CANADA! Thanks to everyone that came out to our summer social ☀ Tammy Cash, CMTanya Rowntree, ICD.D Amanda…
Liked by Heather Farrow
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The most limiting thing a woman can do in her career is also the most natural—become a mother. This brilliant campaign created by Saatchi & Saatchi…
The most limiting thing a woman can do in her career is also the most natural—become a mother. This brilliant campaign created by Saatchi & Saatchi…
Liked by Heather Farrow
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Today we announced an exciting expansion to OneVest’s Model Portfolio Marketplace: the addition of Vanguard’s industry-leading suite of low-cost and…
Today we announced an exciting expansion to OneVest’s Model Portfolio Marketplace: the addition of Vanguard’s industry-leading suite of low-cost and…
Liked by Heather Farrow
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