Client Services Specialist
From her first day, Heather brought her immense cheerfulness to Whelan Financial. She is delightfully positive, aims to please, and is eager to learn. She works diligently each day, then attends school full-time in the evenings and is on track to graduate with honors. It is not infrequent that books are read and papers are written during her lunch hour. She accomplishes all of this with great aplomb and happiness.
As a Client Services Specialist, Heather is responsible for monitoring the needs of more than 60 clients. She is also instrumental as an assistant in trading, and can always be counted on to help her fellow team members.