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

  1. Compliance & Operations Manager

    Rea Wealth Management

    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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Heather Milburn — Compliance & Operations Manager at Rea Wealth Management in New Philadelphia, OH, US | Unifers