ROLE: Heather provides investment support services and internal compliance assistance. She coordinates requests-for-proposals (RFPs) and creates sales and marketing materials. Heather works with our Broker Dealer to maintain regulatory and advisory compliance.
EXPERIENCE: Joining Paradigm Group Retirement Services in 2009, Heather has over 6 years of experience in the Retirement Services industry. Her professional background includes experience in Organizational Development. Heather received her Bachelor of Arts in English from The University of the South and her Masters of Education in Organizational Leadership from Vanderbilt University.
INVOLVEMENT: Heather is a member of the Kappa Delta Alumnae Association.