Heather McGoldrick Dillon
Wealth Management Associate, Digital Marketing Expert and Content Strategist
- Role
- Wealth Client Service Associate at Truist Wealth
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Heather McGoldrick Dillon
Investment management and digital marketing expert with a strategic and artful eye…
Experience
Wealth Client Service Associate
Jun 2024 — Present · Boston, MA, US
Collaborate with Wealth Advisors to deliver tailored solutions and enhance client satisfaction.• Serve as the primary point of contact for requests from both Advisors and clients, effectively managing inquiries and facilitating seamless communication.• Play a vital front-office role in building and maintaining strong relationships with clients, ensuring a high quality client experience.
Education
Suffolk University - Sawyer Business School
MSF
UNH Peter T. Paul College of Business and Economics
Bachelor of Science - BS
Skills
- Equities
- Mutual Funds
- Asset Managment
- Hedge Funds
- Bloomberg
- Portfolio Management
- Investments
- Alternative Investments
- Asset Allocation
- Investment Management
- Etfs
- Investment Strategies
- Securities
- Derivatives
- Capital Markets
- Financial Services
- Commodity
- Structured Products
- Asset Management
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