Client Service Advisor
Heather is responsible for scheduling and preparing annual reviews for clients, preparing client paperwork, including new account and transfer forms and acting as a liaison between the firm’s wealth management team and the custodians’ client service departments.
What do you enjoy most about working at Modera?
My colleagues – how we work in a team-oriented environment and care about each other’s well-being.
What has been a particularly rewarding moment in your career?
Advancing to a new position and embracing new roles and challenges, as well as rewards and accomplishments.
Where did you grow up? Where do you live now?
I was born and raised in Norwood, and I live in Fort Lee for the time being.
How do you caffeinate?
Coffee….lots and lots of coffee……and chocolate.