Heather Clement

Director of Operations & Client Service at Morgia Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Watertown, New York, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Morgia Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Operations & Client Service
      • 2010 - Present

      United States

  • HighTower
    • United States
    • Software Development
    • 1 - 100 Employee
    • Director of Operations & Client Service
      • Nov 2010 - Present

      Watertown, NY

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Client Service Associate
      • Feb 2007 - Nov 2010

      Watertown, NY

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • National Sales Manager Assistant
      • May 1994 - Feb 1999

      New York, NY

Education

  • SUNY Geneseo
    Bachelor's degree, Business Administration and Management, General
    1992 - 1994
  • Jefferson Community College
    Associates, Business Administration and Management, General
    1990 - 1992

Community

You need to have a working account to view this content. Click here to join now