Heather Pitman Email & Phone Number

Director of Client Service @ Bragg Financial

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Heather Pitman Location

Charlotte, NC, US

Heather Pitman Work

2018 - now Director of Client Service @ Bragg Financial
2015 - 2018 Operations Manager @ Hobart Wealth
2007 - 2015 Financial Planning Specialist @ The Hartshorne Group

Heather Pitman Education

Rutgers University
Bachelor of Arts (B.A.) (Economics)

Heather Pitman Skills

Investments
Retirement Planning
Wealth Management

Financial Planning
Operations Management
Process Management
Customer Service
Salesforce.com

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Heather Pitman Summary

Heather Pitman, based in Charlotte, NC, US, is currently a Director of Client Service at Bragg Financial. Heather Pitman brings experience from previous roles at Hobart Financial Group and The Hartshorne Group. Heather Pitman holds a Bachelor of Arts (B.A.) in Economics @ Rutgers University. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Financial Planning, Operations Management and more. Heather Pitman has 2 emails and 2 mobile phone numbers on RocketReach.

Heather Pitman Emails

Found 2 emails

Heather Pitman Phone Numbers

Found 4 phone numbers

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