Client Services Specialist
With over 20 years of experience as an administrative professional in the financial sector, she has amassed acute knowledge of the industry. Heather’s organizational skills and attention to detail keep the office running smoothly and efficiently.
Heather is responsible for overseeing a variety of client servicing requests. She tracks account transfers, money movements, and any account updates to ensure they are completed properly and in a timely fashion.
Heather handles all aspects of preparing and processing account paperwork. She also acts as liaison between Cobblestone Asset Management and various industry partners to assist in servicing needs.
Outside of work, Heather spends her time walking the nature trails at many of the local parks. She also enjoys relaxing by the pool or visiting the Outer Banks where she combs the beach for seashells. When not spending time outside, Heather can be found cheering on her favorite collage football team Ohio State.