Heather Zack
Leadership Council at The UHNW Institute | Waltham, Massachusetts, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Leadership Council at The UHNW Institute in June 2024 to Present
Director, High Net Worth at Commonwealth Financial Network in August 2024 to Present
Manager of Advanced Planning at Commonwealth Financial Network in June 2021 to August 2024
Team Lead, Advanced Planning at Commonwealth Financial Network in June 2019 to June 2021
Advanced Planning Consultant at Commonwealth Financial Network in January 2014 to June 2019
Senior Service Center Associate at Commonwealth Financial Network in October 2012 to April 2014
Service Center Associate at Commonwealth Financial Network in June 2011 to October 2012
Officer; Senior Investment Specialist at Merrill Lynch in November 2009 to June 2011
Investment Specialist at Banc of America Investment Services in January 2008 to November 2009
Data Entry Associate at Investors Capital in June 2006 to March 2008
Intern at Retirement Plan Resources in September 2005 to May 2006
See more
See less
University of San Diego School of Law, Juris Doctor, January 2011 to January 2015
Bentley University - McCallum Graduate School of Business, Master of Science in Financial Planning, January 2017 to January 2019
Boston University School of Law, Master of Laws (LLM), January 2015 to January 2017
Endicott College, Bachelor of Science, January 2003 to January 2007
See more
See less
Attention to Detail
Presentations
Teamwork
Analytical Skills
Private Clients
Communication
Client Interfacing Skills
Customer Service
Public Speaking
Wealth Transfer
Individual Taxation
Research Skills
Training
Salesforce.com
Leadership
Strategy
Portfolio Management
Management
Family Wealth Management
HNW
Team Building
Team Management
Wealth Management Services
Tax
Concentrated Stock Management
Philanthropy
High-Net-Worth Individuals (HNWI)
Financial Services
Coaching
Document Review
Admitted to Practice
Series 7
Mutual Funds
Securities
Investments
Series 63
Alternative Investments
Legal Research
Trading
Legal Writing
Fixed Income
FINRA
Retirement
Equity Trading
Options
FBSI
Series 9
Series 10
Microsoft Excel
SharePoint
Finance
Financial Planning
Charitable Giving
Charitable Gift Planning
Charitable Trusts
Charitable Gift Annuities
Charitable Remainder Trusts
Donor Advised Funds
Estate Planning
Tax Planning
Estate Tax Planning
Personal Tax Planning
See more
See less
Discover more about The UHNW InstituteWhat is Heather Zack email address?
Email Heather Zack at [email protected] and [email protected]. This email is the most updated Heather Zack's email found in 2026.
What is Heather Zack phone number?
Heather Zack phone number is 978-778-8404.
How to contact Heather Zack?
To contact Heather Zack send an email to [email protected] or [email protected]. If you want to call Heather Zack try calling on 978-778-8404.
What company does Heather Zack work for?
Heather Zack works for The UHNW Institute
What is Heather Zack's role at The UHNW Institute?
Heather Zack is Leadership Council
What industry does Heather Zack work in?
Heather Zack works in the Financial Services industry.
Heather Zack Email Addresses
Heather Zack Phone Numbers
Get a free list of similar prospects, filtered by title, company, or industry.
Build your Prospect ListPeople like Heather Zack
Chief Information Officer at Commonwealth Financial Network at Commonwealth Financial Network