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JH
Joe Heintzman
Vice President at New Covenant Trust Co., N.A.
Financial expert with 32+ years of experience in Financial Advisory, Internal Audit, and Financial Planning.
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Location
Jeffersonville, Indiana, United State...
Skills
- Financial Advisory
- Internal Audit
- Financial Planning
Bio
Generated by
Topline AI
Joe Heintzman is a seasoned financial professional with expertise in Financial Advisory, Internal Audit, and Financial Planning. He has over 32 years of experience in various leadership roles, including Senior Vice President at Hilliard Lyons and Vice President at New Covenant Trust Co., N.A. He holds a Bachelor of Science degree in Accounting from the University of Louisville.
With a strong background in financial planning, asset allocation, and estate planning, Joe has a proven track record of delivering high-quality services to clients.
Experience
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Vice President
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Financial Advisor
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Jan 2004 - Dec 2006
Financial Planning, Asset Allocation Estate and Wealth Advisor
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Senior Vice President
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Feb 1972 - Jul 2004
Director of Operations, CFO, VP Internal Audit
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Education
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1967 - 1972University of Louisville
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Advisory and Consulting”
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