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Heather Smith Email Address


Job Title

Director of Onboarding Operations

Kestra Financial

Kestra Financial is an industry leader in wealth management, service and technology solutions, and practice enrichment.


An analytical and versatile individual with more than 25 years of experience in customer service, sales, and office administration, and more than 18 years in the Securities Industry. Combines an excellent work ethic with an extensive background in compliance, operations, sales, training, marketing and client and employee management.

Last University
Attended University of Phoenix
Lives in Austin, Texas.

Other people working at Kestra Financial:

Maria BethelAssistant Vice President, Acquisition Marketing and Content Development
Daniel SchwambSenior Vice President- Business Development
Kevin Footek*****@kestrafinancial.com
Jeff BouthillierSenior Vice President, Data Transformation, Innovation and Enablement
James PoerPresident
Caleb WoodHRIS Analyst
Laura CoulstonStrategic • Creative • Passionate
Shashank KaranjeEngineering Leader
Scott WilsonChief Operating Officer and Managing Director
Kristen ChesterExecutive Vice President + Chief Operating Officer
Mike CortezSenior Branch Examinations Analyst
Jacob Beachj*****@KestraFinancial.com
Mike PedlowExecutive Vice President, Chief Compliance Officer
Matthew JohnsonDirector, Advertising Compliance
Bredt NorwoodExecutive Vice President and General Counsel
Kevin WittManaging Director, Advisor Experience Technology
Mary HjorthExecutive Vice President and Chief Human Resources Officer

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