Heather Milburn
Compliance & Operations Manager at Rea Wealth Management
- Role
- Compliance & Operations Manager at Rea Wealth Management
- Location
- New Philadelphia, OH, US
- LinkedIn followers
- 500 followers
About Heather Milburn
Whether you are just getting started or in retirement, we help you make sound financial…
Experience
Compliance & Operations Manager
Nov 2023 — Present · New Philadelphia, OH, US
Education
Upstream Academy
Emerging Leaders Academy
Stark State College
AA Business Management Finance, Business, Accounting, Finance
2002 — 2006
Indian Valley High School
Diploma, College Preparatory
1994 — 1998
Kent State University
N/A, Business Management
2010 — 2010
Franklin University
Bachelor of Science (B.S.), Double Major Business Administration and Human Resource Management
2011 — 2012
Stark State College
Non-degree, Business Administration & Human Resource Management
2009 — 2010
Skills
- Banking
- Loans
- Microsoft Office
- Employee Relations
- Payroll Processing
- Compensation
- Proofreading
- Presentations
- E-Learning
- Recordkeeping
- Sec Compliance
- Leadership
- Reconciliation
- Accounts Receivable
- Ee Relations
- Payroll
- Employee Benefits
- Management
- Financial Statements
- Office Management
- Budgets
- Compliance Audits
- Organizational Leadership
- Budgeting
- Generational Differences
- Human Resources
- Administration
- Bookkeeping
- Payroll Taxes
- Quickbooks
- Benefits Administration
- Accounts Payable
- Non-Profit Volunteer
- Small Business
- Customer Service
- Marketing
- Training
- Volunteer Management
- Insurance
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