In her role as Business Development Specialist, Heidi serves as the system administrator for Alesco’s CRM (Client Relationship Management) system and is responsible for managing the firm’s new business proposals. Before joining Alesco, she served as tax preparer and reviewer at Cudlipp Financial Services, Inc. Prior to her career in finance, Heidi worked as a sixth-grade teacher in the suburbs of Atlanta, GA.

 

Credentials & Education

• BS Social Science and Middle Education, James Madison University

 

Community Involvement

Heidi served on the Brooks Hill Elementary School PTA Board for six years as a liaison between the parent community, staff, and administration. She was also an active volunteer within the school district by supporting fundraising efforts, coordinating events, and chairing multiple committees.

 

Personal Life

Heidi and her husband reside in Fairport, NY with their two children. Heidi enjoys playing tennis and soccer, as well as watching football.