Heather Rarey
Vice President, Operations
Heather Rarey is a Vice President, Operations based in Oakbrook Terrace, Illinois, where she is responsible for gathering financial information, daily file and transaction processing and reconciliation, security price updates, account accuracy, verification, and coordination, trading, and client report preparation. Heather collaborates with client trustees and custodians to develop and carry out efficient processes, minimizing client time and effort.
Prior to joining SageView in 2025, Heather was Director of Data Operations Specialist at CAP STRAT. She graduated from Aurora University with a bachelor’s degree in accounting.