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Skyler Heimark

Skyler Heimark

Raymond James & Associates, Inc.

Financial Advisor

Personal Information

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School: Penn State University

Major: Finance

Years at College Works: 2006 to 2007

Career Information

Company You Work For Now: Raymond James & Associates, Inc.

Title: Financial Advisor

Industry: Finance

Brief Description of Duties / Responsibilities

I'm a consultant to families and business owners who want customized solutions and a plan to accomplish their financial goals.

What Has Been Your Proudest Accomplishment Post-CWP?

Starting in 2012 I led a 138-unit building conversion from a failed Cooperative to a Condo Association, which involved navigating a multilingual environment and highly diverse socioeconomic conditions. After receiving an insolvent 2013 budget, I restructured it to save more than $120,000 without making unrealistic cuts, deferring necessary maintenance, or damaging the Condo Association's future financial condition. Today the building has a healthy emergency fund, positive YTD cash flow, and all employees will finally get a 10% raise in 2014!

CWP Career Impact

In one sentence, what has CWP meant to you?

CWP changed my direction in life and taught me what autonomy, tenacity, and ingenuity lead to.

How did your CWP experience impact your career? Immediately after graduation? Now?

If not for CWP, I probably wouldn't have the desire or guts to work for myself! Graduating in 2008, it was also tough to get work in the financial industry. I'm not sure I would have gotten my first job at Lincoln Financial if not for the experience and confidence I had after CWP.

What was the greatest lesson you learned from your CWP experience?

What I could accomplish if I put my mind to it.


What advice do you have for potential CWP participants? Current CWP participants?

You get out of it what you put into it. Stay motivated by making friends with the other interns and listen to your DM.

What's your favorite memory from CWP?

Pretty much anything involving Dan Newkirk, Tim Foley, and Mike Rosales. I love these boys like brothers and am so glad to still see them on a regular basis.

Last words of wisdom

You only get one life, enjoy it and take risks while you can!

Skyler Heimark