Chief of Staff
Heidi began working at Vanderbilt Financial Group in 2001, and has been Chief of Staff since 2012. As COS, Heidi lends a hand to all facets of the company. Her foremost responsibilities include the overall practical, administrative, strategic and financial operational activities to intentionally achieve the firm’s goals. Heidi coordinates the management team’s monthly management board meetings, ensuring that all departments are handling their affairs in a timely fashion. Heidi also plays a large roll in planning special events and conferences and worked closely with the designers during the eco-friendly renovation and is extremely proud of the beautiful new home established for the Vanderbilt Family.
Previously, Heidi spent 15 years at Citicorp Retail Services in their Private Label Credit Card Division. As a Relationship Manager, Heidi functioned as an interface between the Citi Operations Department and retailers.
Heidi and Steve have been married for over 28 years and are the proud parents to Elizabeth and Quinten. Heidi’s crafty and creative nature keeps her busy and involved, whether she is baking, scrapbooking and sewing, or serving her family and community. She is a spirited volunteer, deeply involved in her parish St. Elizabeth of Hungary, the Suffolk County Girl Scouts, the Long Island Blood Services, as well as an ambassador for The INN, serving the hungry and homeless on Long Island.
Vanderbilt Financial Group is an Independent Broker Dealer doing business differently than anyone else in our field. We are constantly learning and applying new ways of doing thing- whether it’s learning a new program that improves our business, infusing gamefication into our workplace, or becoming a sustainable and green firm, we are passionate about being a modern pioneer and different kind of broker dealer. We are a unified team driven by shared values of; gratitude, respect, innovation, teamwork, and trust. At Vanderbilt we are focused on finding ways of bettering ourselves and those around us while always applying our values to our clients, our community, and our environment.