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 @
- 2015 -2018 Operations Manager @
- 2007 -2015 Financial Planning Specialist @
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 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.
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