Heather Sue Weller

Current Employers

Employment History

• 05/2025 → Present
  Rbc Capital Markets, Llc
  Green Bay , WI
• 05/2014 → 05/2026
  Associated Bank, N.A.
  Green Bay, WI
• 08/2026 → Present
  City National Bank
  Green Bay, WI

Other Businesses

(1) NAME OF ENTITY: Management Women, Inc. ADDRESS: PO Box 10514 Green Bay WI 54307-0514 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jul 01, 2026 CAPACITY: Other DUTIES: I will be fulfilling the role of Past President on the Board of Management Women, Inc. for the 07/01/26 - 06/30/27 fiscal year. The mission of this organization is to promote professional growth and development of women by women. HOURS DEVOTED PER MONTH: 3-4 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 3-4 (2) NAME OF ENTITY: Charles Schwab Foundation Center for Financial Wellness ADDRESS: 2420 Nicolet Drive Green Bay WI 54311 INVESTMENT/NOT INVESTMENT RELATED: Yes - This Center was sponsored by the Charles Schwab Foundation. Other than that, there is no direct tie to or interaction with Charles Schwab as an organization or any of their personnel. I solely interact with staff from the Cofrin School of Business at the University of Wisconsin - Green Bay. BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jul 01, 2025 CAPACITY: Other DUTIES: The mission of the Charles Schwab Foundation Center for Financial Wellness is to increase awareness of personal finance through engagement within UW-Green Bay and the local community. They also welcome creative and academic student collaborations and inspire community service and philanthropy. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-06-24

Designations

Other Names

• Heather Sue Kempfert