Senior Vice President

Heather Slate is a Senior Vice President with Greyline. Heather has more than 20 years of experience in compliance, client implementation and operations within the financial services industry. Prior to joining Greyline, she served as a senior compliance consultant and outsourced chief compliance officer with Gordian Compliance Solutions in San Francisco. Other previous roles include director of compliance for Houston-based Salient and chief compliance officer for an SEC-registered investment adviser. She graduated from the University of California, Los Angeles with a degree in Psychology and a minor in Diversified Liberal Arts. Heather holds licenses for FINRA Series 7, 63 and 24.

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