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Jim Heaton has a diverse work experience, starting in 1978 as the Head of Institutional Sales at Federated Investors. Jim later served as the Senior Portfolio Strategist at Federated MDT Advisers before becoming the Sr Vice President National Sales Director at Federated Investors. Most recently, they worked as an Assistant to the Queen at Heaton Enterprises starting in 2019.

Jim Heaton holds a Bachelor of Science in Business Administration (BSBA) in Management from Bucknell University, earned between 1973 and 1977. Jim then went on to complete a Master's in Business Administration (MBA) with a focus in Finance from the University of Chicago between 1983 and 1987. Additionally, they pursued two more MBA degrees in Finance from The University of Chicago Booth School of Business at unspecified times.