Ben Heidari
Ben Heidari
Ben Heidari is a knowledgeable and experienced finance and investment professional with a background in finance and economics. He obtained a Bachelor of Science in Finance from Indiana University's Kelley School of Business, and he is currently pursuing Certified Financial Planner (CFP) designation while being a Chartered Alternative Investment Analyst (CAIA). He has also completed a Certified Financial Planner program at Northwestern University's School of Professional Studies.
Ben has worked in various roles across the financial sector, including Director of Managed Solutions at Oranj, Investment Management at William Blair & Company, and Wholesaler at Invesco Ltd. Additionally, he has experience as a Financial Advisor at Edward Jones and Account Representative at State Farm Insurance. Currently, he is serving as the Senior Director and the Head of Financial Institution Partnerships at Investor Cash Management, where he focuses on strategic partnerships and business development.
Ben Heidari's expertise covers investment management, financial planning, and strategic partnership development within the finance industry. Furthermore, he is interested in promoting positivity and personal growth as he often uses "Positive Vibes Only" in his bio to showcase his positive mindset.