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Hallie Hicks
Coo, Boston Harbor Wealth Advisors/ R... at Boston Hbr Wealth Advisors
Executive with 18 years of experience in leadership, process improvement, and operations management.
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Location
Worcester County, Massachusetts, Unit...
Skills
- Leadership
- Process Improvement
- Customer Service
- Marketing
- Microsoft Excel
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Bio
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Topline AI
Hallie Hicks is a seasoned executive with 18 years of experience in leadership, process improvement, and operations management. She has held senior roles at Ameriprise Financial and Boston Harbor Wealth Advisors, providing strategic planning, customer service, and training to clients. Hallie holds a Bachelor's degree in Business Management from Newbury College.
Experience
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Coo, Boston Harbor Wealth Advisors/ Registered Client Service Associate, Rjfs
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Boston Harbor Wealth Advisors
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Acton, MA
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COO, Boston Harbor Wealth Advisors/ Registered Client Service Associate, RJFS
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Jul 2015 - Present
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Acton, MA
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC. Boston Harbor Wealth Advisors, LLC. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc....
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Senior Field Operations Team Leader
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1997 - Jul 2015
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Education
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1998 - 2002Newbury College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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