Heather Heron's Location

Austin, TX, US

Heather Heron's Work

  • Senior Client Services Analyst @ Dunham
  • Operations Specialist @ Dunham

Heather Heron's Education

  • San Diego State University-California State University

    BA (Communications with a Minor in Economics)

Heather Heron's Skills

  • Asset Management
  • Series 66
  • Ira Specialist
  • Asset Allocation
  • Series 7
  • Alternative Investments
  • AIF
  • Project Planning
  • Asset Managment
  • Investments

Heather Heron's Summary

Heather Heron, based in Austin, TX, US, is currently a Managing Director at Strategic Retirement Partners, bringing experience from previous roles at PlanWise Financial Group, Austin Financial Partners and Dunham & Associates. Heather Heron holds a BA in Communications with a Minor in Economics @ San Diego State University-California State University. With a robust skill set that includes Asset Management, Series 66, Ira Specialist, Asset Allocation, Series 7 and more, Heather Heron contributes valuable insights to the industry. Heather Heron has 5 emails and 1 mobile phone number on RocketReach.

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