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Heidi Crawford

Heidi Crawford

Branch Service Associate

Followers of Heidi Crawford549 followers
location of Heidi CrawfordWalnut Creek, California, United States

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  • Timeline

  • About me

    Investment Advisor at Bell Investment Advisors, Inc.

  • Education

    • University of Arizona, Eller College of Management

      -
      Bachelor of Science (B.S.) Business Administration and Management, General

  • Experience

    • UBS

      Jul 2002 - Jul 2004
      Branch Service Associate

    • Seismic Exchange, Inc.

      Nov 2004 - Oct 2005
      Accounting Specialist

    • FEMA

      Oct 2005 - Apr 2006
      Case Manager, Post-Hurricane Katrina

    • United Way of Tucson and Southern Arizona

      Aug 2006 - Aug 2007
      Program Coordinator, Community Income Tax Preparation

    • J.D. Mellberg Financial

      Nov 2007 - Aug 2012
      Investment Advisor

    • Bell Investment Advisors, Inc.

      May 2014 - now
      Investment Advisor

  • Licenses & Certifications

    • Life and Health Insurance License

    • Series 65 - Registered Investment Advisor Representative

      FINRA

  • Volunteer Experience

    • Mentor

      Issued by East Bay College Fund on May 2017
      East Bay College FundAssociated with Heidi Crawford