Gavin Heffernan
Financial Representative @Northeast Wealth Management
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WORK HISTORY
Financial Representative @Northeast Wealth Management
Albany, NY, US
Assess clients\' current financial situations, analyze their financial needs, and develop personalized financial plans to help them achieve their goals. • Monitor and review clients\' investment portfolios regularly, providing timely advice and recommendations to keep investments in alignment with their goals. • Continuously seek professional development opportunities to enhance financial knowledge and skills, demonstrating a commitment to delivering the highest level of expertise and service to clients
EDUCATION
University at Buffalo
Bachelor of Business Administration - BBA, Financial Analysis
Bethlehem Central Senior High School
Advanced Regents Diploma
ABOUT GAVIN HEFFERNAN
For over 30 years, Northeast Wealth Management. LLC has been providing comprehensive…
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