See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Heidi Steiger profile image

Heidi Steiger

Intro Book
Finance expert with strategy and wealth management expertise.
  • Claim this Profile
Location
San Diego, California, United States, US
Languages
  • French Full professional proficiency
  • Spanish Limited working proficiency
  • Russian Elementary proficiency
Skills
  • Strategy
  • Mergers And Acquisitions
  • Finance
  • Private Equity
  • Wealth Management
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Heidi Steiger is a seasoned finance professional with expertise in strategy, mergers and acquisitions, and wealth management. She has a strong educational background from Columbia Business School and holds various certifications, including the CERT Certificate in Cybersecurity Oversight and Chartered Life Underwriter designations.

Credentials

  • CERT Certificate in Cybersecurity Oversight
    Carnegie Mellon University, Ridge Global and NACD
    Aug, 2019
    - May, 2026
  • Board Leadership Fellow
    National Association of Corporate Directors
    Dec, 2015
    - May, 2026
  • Chartered Life Underwriter, Series 7, 63 and 65
    -
img
img
Leads Feature
Click to upgrade to our Leads package for the full feature experience.

Education

  • 1983 - 1985
    Columbia Business School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Venture Capital and Private Equity”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles