Heather Warner in

Heather Warner

Enigma · DISC type dci
Vice President, Client Success at MX
📍 United States

Heather Warner is a Vice President at MX with over two decades of experience in the financial industry, specializing in client success and business growth. A graduate of Westminster University with a B. S. in Business, she previously held multiple leadership roles at Discover Financial Services.

Outside of her professional life, she is a strong advocate for financial wellness and serves on the Womens Initiative Network Committee at MX. She is passionate about teaching financial awareness and independence to her three young children and supporting women in leadership.

She is deeply concerned that financial literacy isnt a required course, or even an elective, in her childrens middle school.

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Experience
24 Years
Current Role
Vice President, Client Success
Job Level
Senior
Location
United States
Personality Overview

How Heather shows up

Hard To Convince
Persuasive & Assertive
Challenger

They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Priorities

Topics Heather cares about

Client Success
Her current role as VP of Client Success and long career in client-facing roles at MX and Discover Financial Services underscore her expertise in this area.
Financial Literacy
She passionately advocates for financial awareness and independence, a topic she is actively teaching her three children, and hosted a panel on the subject at MXS 2023.
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Career

Work history

8-2024
Vice President, Client Success
MX
11-2023 - 8-2024
Vice President, Managing Directors
MX
4-2023 - 2-2024
Commercial VP, Financial Institutions
MX
10-2022 - 4-2023
Client Executive
MX
6-2021 - 10-2022
Client Strategy Consultant
MX
In the press

Media appearances

Heather Warner - Vice President, Client Success at MX | The Org. Featured in The Org
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Education
2002 - 2005
Bachelors of Science
Westminster University
2001 - 2005
Bachelor's degree
Westminster University
2001 - 2005
Bachelors of Science Degree
GORE SCHOOL OF BUSINESS
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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