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Heidi is an Associate in the Virginia office.

Prior to joining Cerity Partners, Heidi served as a Compliance Assistant at Palladium Partners LLC. Prior to serving as a Compliance Assistant, she served as a Portfolio Account Analyst at Palladium Partners LLC for four years. Heidi has been working in the financial services industry for over 16 years and is passionate about helping clients. With her experience in client services, back-office operations and broker dealer services, she is an important part of the Cerity Partners team.

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