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HEIDI WHEATLEY | CHIEF OPERATING OFFICER

In her role, Heidi designs and implements policies to promote Keystone's culture and vision and manages operations to ensure the firm's efficiency. She oversees the firm's organizational distribution and real estate teams and implements strategies to build awareness for the firm's capital raise activities in support of their DST, tax-advantaged, and impact real estate offerings. Her prior career experience includes building and leading high-performing teams within the independent broker-dealer and RIA space and for a managing broker-dealer, where her team successfully supported the firm’s multi-billion-dollar capital raising efforts. Heidi earned a Bachelor of Arts degree in mass communications with a concentration in public relations and advertising from St. Ambrose University, in Davenport, Iowa and her master’s in business administration from the Keller Graduate School of Management in Atlanta.