Heidi Prom is a Wealth Management Relationship Manager at First American Bank with the Chartered Retirement Planning Counselor (CRPC®) designation. Drawing on her experience at firms like Merrill Lynch, she provides holistic wealth management. She holds a Bachelors Degree from Northern Illinois University.
Heidi is an active member of her community, demonstrating a passion for local philanthropy. She has been involved with fundraising for organizations like the Mothers Trust Foundation, which supports low-income children and families in Lake County, and has promoted local charity events.
She serves on the grants committee for the Women and Girls Fund of Waukesha County, directly impacting local charitable giving.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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