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Lorrie Keating HeinemannLorrie Keating Heinemann

Business Advisory Council

Former Secretary of the Department of Financial Institutions for the State of Wisconsin, Oshkosh, WI

Ms. Heinemann has over 20 years of experience in the investment field, including serving 7 years on the Governor's Cabinet where she served as the Banking and Securities Commissioner for the State of Wisconsin. While at the DFI Ms. Heinemann championed and co-founded the Wisconsin Angel Network (WAN). As a result, statewide angel investment activity significantly increased during her tenure; from 11 deals and $1.7 million invested in 2003 to 56 deals and $22 million invested in 2010. In 2011 and 2012, Ms. Heinemann assisted a private family office in their due diligence and investment in a regional bank holding company, where she is now a co-investor with the family. Prior to her government position (2003) Heinemann founded her own investment firm which she later merged it into Valley Bank. While at Valley she built their portfolio from $10 million to $150 million of assets under management and had over 3000 corporate clients statewide. She later went on to build the wealth management practices for both Associated Bank and Virchow Krause (Baker Tilly). Ms. Heinemann earned Bachelor's Degree in Business Administration from UW Eau Claire and her Master's Degree in Business (with an emphasis in Finance & Accounting) from the University of Wisconsin Oshkosh. She has been an RIA (Registered Investment Advisor), a Series 24 Securities Principal, a CCM (Certified Cash Manager through the Treasury Management Association) a graduate of the Venture Capital Institute (VCI), and a graduate of Cannon Private Banking School. Lorrie is currently affiliated with the Wisconsin Institute of Discovery; she is a Board Trustee for WiSys Technology Foundation (affiliated with WARF-Wisconsin Alumni Research Foundation), an Advisory Board member of Springboard Enterprises, and a Board Member of the Wisconsin Technology Council. She is also past Chair of the Oshkosh Community Foundation and a founding member of their Women's Fund.


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