HS
 

Heather Seitz, CTP

Senior Analyst
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

seitzh@pfm.com
717.213.3837 office

Specialties
Asset Management

Education
B.S. in Business Administration
York College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Certified Treasury Professional (CTP)

Started with PFM: 2015

Started in the Field: 2013

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Heather Seitz is a senior analyst in PFM’s Harrisburg office. Heather has four years of experience providing investment advisory services. She works with public and not-for-profit clients to evaluate their current banking services and assist in the evaluation and procurement of new banking providers. This includes performing a detailed review of account analysis statements to understand what services clients are currently using and where opportunities may exist for greater efficiency. Heather also prepares the qualitative and quantitative analysis to assist clients in evaluating the qualifications of the proposing institutions.

In addition, Heather is responsible for investment performance analysis and reporting, cash flow modeling, economic research and investment policy evaluation. Prior to working with PFM, Heather was a Financial Services Representative for MetLife where she helped her clients create financial strategies to meet their goals.

HS
 
Contact

213 Market Street
Harrisburg, PA 17101

seitzh@pfm.com
717.213.3837 office

Specialties
Asset Management

Education
B.S. in Business Administration
York College

Professional Designations or Licenses
FINRA Series 6 and 63 Licenses

Certified Treasury Professional (CTP)

Started with PFM: 2015

Started in the Field: 2013

Print/Save as PDF

Download Vcard

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