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Heather Smith Email Address

abcdefghij@KestraFinancial.com

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Job Title

Director of Onboarding Operations

Company
Kestra Financial

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

Bio

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
Location
Lives in Charlotte.

Other people working at Kestra Financial:

Maria BethelVice President, Marketing and Communications
Daniel SchwambExecutive Vice President- Head of Business Development
Kevin Foote**********@kestrafinancial.com
Jeff BouthillierSenior Vice President, Data Transformation, Innovation and Enablement
James PoerPresident
Caleb WoodHRIS Analyst
Laura CoulstonStrategic • Creative • Passionate
Shashank KaranjeVice President, Technology
Scott WilsonChief Operating Officer and Managing Director
Kris ChesterExecutive Vice President + Chief Operating Officer
Mike CortezSenior Branch Examinations Analyst
Jacob Beach**********@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
Robert BartensteinChief Executive Officer

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