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Heather Adams

Heather Adams

Marketing Assistant

Followers of Heather Adams313 followers
location of Heather AdamsOrange County, California, United States

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  • Timeline

  • About me

    Meritage Wealth Management

  • Education

    • California State Polytechnic University-Pomona

      1998 - 2002
      Bachelor's degree Fine/Studio Arts, General

      Activities and Societies: Women's Basketball Team

    • Western New Mexico University

      2009 - 2012
      Master’s Degree Psychology/Kinesiology

  • Experience

    • Stearns Lending (NMLS #1854)

      Jul 2015 - Aug 2016
      Marketing Assistant

      Supports Marketing operations by compiling, formatting, and reporting information and materials. Gathers, researches, analyzes, and summarizes data and trends across industry verticals, markets, technologies, applications and customer segments.

    • Meritage Wealth Managemnet and Hoffski Pisano & Co., CPAs

      Aug 2016 - now
      Executive Personal Assistant

    • Meritage Wealth Management

      Jan 2019 - now
      LPL Registered Sales Assistant

  • Licenses & Certifications

    • Series 7 held through LPL Financial -General Securities Representative

      FINRA
      Dec 2018

    • Series 66 held through LPL Financial - Registered Agent and Investment Advisor

      FINRA
      Jun 2019