Heather Pitman Email & Phone Number
Director of Client Operations @ Bragg Financial
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Heather Pitman Location
- Charlotte, NC, US
Heather Pitman Work
- Director of Client Operations @ (May 2018 - Present)
- Operations Manager @ (June 2015 - May 2018)
- Financial Planning Specialist @ (May 2007 - May 2015)
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
Heather Pitman Summary
- Heather Pitman, based in Charlotte, NC, US, is currently a Director of Client Operations 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.
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Top Bragg Financial Employees
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Matt Devries
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Debbie Taylor
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Marc Scavo
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Phillips Bragg
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Steve Scruggs
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Clint Townsend
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Jen Muckley
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