Heidi Walker currently serves as Senior Vice President, Financial Analyst in the Employee Stock Ownership Plans (ESOP) Client Services group, serving the finance area of valuation, fairness and consideration opinions for custom engagements related to ESOPs and other fiduciary trusteeships.
Ms. Walker joined GreatBanc Trust Company in 2019. Prior to joining GreatBanc, Ms. Walker acquired 20 years of experience in valuing privately held companies. Most recently, she served as Managing Director of the ESOP Advisory Practice for Marcum LLP where, as an independent financial advisor to ESOP trustees, she conducted annual valuations of ESOP companies. In that role, she also issued fairness opinions to institutional ESOP trustees in the context of ESOP transactions.
Ms. Walker earned a bachelor of science in business administration, magna cum laude, from the University of Maine.She is an Accredited Senior Appraiser (ASA), as designated by the American Society of Appraisers, and a Certified Public Accountant (CPA) Accredited in Business Valuation (ABV), as designated by the American Institute of Certified Public Accountants. Ms. Walker is a member of the ESOP Association and a member of the National Center for Employee Ownership.