Heather Cartright - Tetrault, CDP

Senior Care Advisor at My Care Finders
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Contact Information
us****@****om
(386) 825-5501
Location
Sarasota, Florida, United States, US

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Bio

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Credentials

  • Alzheimer's Disease and Dementia Care
    Memory Lane
    May, 2021
    - Nov, 2024
  • Assisted Living Administrator
    Agency for Health Care Administration
    Nov, 2017
    - Nov, 2024
  • Certified Dementia Practitioner
    National Counsel of Certified Dementia Practitioners
    May, 2021
    - Nov, 2024

Experience

  • My Care Finders
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Senior Care Advisor
      • 2018 - Present

  • Consulate Health Care
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Administrator
      • Nov 2017 - Nov 2018

    • Director Of Admissions
      • Apr 2017 - Nov 2017

    • Admissions Coordinator
      • Dec 2016 - Apr 2017

  • BB&T
    • United States
    • Financial Services
    • 700 & Above Employee
    • Bank Officer/ Wealth Associate Relationship Manager
      • Nov 2014 - Jun 2016

      Work in a client facing role supporting a broad range of products and services for the affluent segment. Products include Wealth Management, Trust Services, Financial Planning, Insurance, Mortgage and Retail Products. Meet with existing clients to expand on new products and opportunities. Deepen, broaden and retain relationships. Responsible for prospecting new relationships by going to branches and networking events. Periodically travel to other markets. Work in a client facing role supporting a broad range of products and services for the affluent segment. Products include Wealth Management, Trust Services, Financial Planning, Insurance, Mortgage and Retail Products. Meet with existing clients to expand on new products and opportunities. Deepen, broaden and retain relationships. Responsible for prospecting new relationships by going to branches and networking events. Periodically travel to other markets.

  • Trevett Capital Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • AVP- Executive Administrative Assistant
      • Oct 2012 - Nov 2014

      Work with high net-worth clients while assisting three advisors and the Chief Investment Officer/Portfolio Manager. Build and retain customer relationships and served as a relatioship manager for retail bank accounts maintained by trust clients. Work with high net-worth clients while assisting three advisors and the Chief Investment Officer/Portfolio Manager. Build and retain customer relationships and served as a relatioship manager for retail bank accounts maintained by trust clients.

  • U.S. Trust
    • Financial Services
    • 700 & Above Employee
    • Client Sales & Service Officer (CSSO)
      • Oct 2011 - Oct 2012

      Managed retail bank accounts for U.S. Trust clients. Effected transfers and pursued additional cross-sell opportunities within book. Served Managing Director by putting together weekly management reports and other client-oriented reports needed for overall team. Managed retail bank accounts for U.S. Trust clients. Effected transfers and pursued additional cross-sell opportunities within book. Served Managing Director by putting together weekly management reports and other client-oriented reports needed for overall team.

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Banker
      • Aug 2006 - Oct 2011

Education

  • Hodges University
    Bachelor of Science (BS), Health/Health Care Administration/Management
    2009 - 2011
  • Florida SouthWestern State College
    Associate of Arts (AA)
    2006 - 2009

Community

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