Heather Berezansky

Director of Operations at Presidio Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Skills

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Bio

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Credentials

  • California Notary
    California Secretary of State
    Dec, 2019
    - Nov, 2024
  • Life, Health & Disability Insurance License
    California Department of Insurance
    Nov, 2014
    - Nov, 2024

Experience

  • Presidio Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Operations
      • Jun 2023 - Present

    • Client Service Manager
      • Jan 2021 - Jun 2023

  • Centura Wealth Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • New Business & Client Service Coordinator
      • Oct 2016 - Dec 2020

  • Reyes Financial Architecture
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Operations Assistant
      • Mar 2014 - Oct 2016

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Associate
      • Aug 2006 - May 2010

Community

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