Teams

Jeanne Heitz

Operations Analyst

St. Cloud State University
BS in Office Administration

Jeanne Heitz

Operations Analyst

St. Cloud State University
BS in Office Administration

Jeanne joined DGI as Operations Analyst in 2006. Her primary function is to maintain the ongoing accuracy of the portfolio accounting and reporting data. “I investigate and solve problems,” she explains. “I evaluate the operational process and try to improve efficiency and accuracy to prevent a problem from recurring”
Before joining DGI, Jeanne spent 12 years in operations and client service at a Twin Cities money management firm, following eight years as an accountant for a regional broker-dealer.

At DGI, she has been particularly involved in upgrading the firm’s portfolio software and processes to Advent’s Portfolio Exchange platform, a move which greatly enhanced the functions of portfolio accounting, performance calculations, reporting, and data security.

“Aside from data validation, my job is to try automating as many of our recurring processes as possible,” Jeanne explains. “Buttons—this is what I do. People come to me and say ‘it would be nice to just push a button to do this.’ I try to develop the automation, process to handle that function or the report necessary to extract the data more efficiently.”

“We would be lost without Jeanne,” says Cindy Lee, DGI Operations Team Leader. “She works diligently behind the scenes to ensure our operations department runs smoothly. She’s analytical, thorough, and innovative, and she’s always looking for ways to improve our systems proactively.”

“Jeanne is extremely talented in terms of operational efficiency,” adds DGI Portfolio Manager Scott Link.”

“She is very thorough and detail-oriented,” says DGI Director of Client Relationship Sheri Lietzke. “If Jeanne is missing a penny, she’s determined to find what happened to that penny.”

Snagging Salmon

Outside of work, Jeanne and her husband enjoy spending time at their lake cabin, a rustic, unplugged log retreat located on 10 acres in Northern Minnesota. She occasionally joins her husband for a day of walleye fishing on the lake, but readily concedes that she much prefers salmon fishing during their trips to Alaska

Other favorite destinations include Maine, Florida, Texas and Las Vegas.

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