Client Service And Operations Analyst
Current
Oct 2024 - Present
AeroLeads people directory · profile
Dylan Weaver Email & Phone Number
Client Service and Operations Analyst at Heritage Financial Services
at
Heritage Financial Services, LLC
1 work email found
@nesfinancial.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Client Service and Operations Analyst at Heritage Financial Services
Location
Weymouth, Massachusetts, United States
Company size
Who is Dylan Weaver? Overview
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Quick answer
Dylan Weaver is listed as Client Service and Operations Analyst at Heritage Financial Services at Heritage Financial Services, LLC, a company with 36 employees, based in Weymouth, Massachusetts, United States. AeroLeads shows a work email signal at nesfinancial.com and a matched LinkedIn profile for Dylan Weaver.
Dylan Weaver previously worked as Client Service and Operations Analyst at Heritage Financial Services, Llc and Private Equity Fund Administrator at Jtc Group. Dylan Weaver holds Economics, Investments And Securities from University Of Massachusetts Amherst.
Company email context
Email format at Heritage Financial Services, LLC
This section adds company-level context without repeating Dylan Weaver's masked contact details.
{first}.{last}@nesfinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Dylan Weaver. Compare company email patterns before reaching out.
Profile bio
About Dylan Weaver
Interested in investment analysis including private equity/hedge funds. Currently pursuing SIE and Series 7 certifications.
Current workplace
Dylan Weaver's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Financial Services, Llc
5 roles
Dylan Weaver work experience
A career timeline built from the work history available for this profile.
Private Equity Fund Administrator
- Assisting the team with fund administration deliverables, including the complete preparation ofclient’s NAV packages and fee calculations- Entering all bookings onto the accounting system involving but not limited to capital calls,commitments, cash reconciliation, management and advisory fees, and investment valuations- Input investor’s financial.
Apr 2022 - Oct 2024
Private Banking Associate
Lee Chandler is a multi strategy private equity firm based in Indianapolis, Indiana that makes investments in consumer distressed debt portfolios, small business merchant cash advances, distressed mortgages, high growth companies, residential and commercial real estate. As a capital management and advisory firm LCE focuses on the growth of its portfolio.
Aug 2021 - Dec 2021
Apparel Founder
Zoosupply
- Founded apparel business for UMass students- Implemented marketing strategies through social media analytics and Google Forms- Analyzed production costs and profit margins through Excel Sheets
Oct 2019 - Jun 2021
Physical Education Instructor
Veterans Park Elementary School
- High school senior year internship at Farmingville Elementary School- Helped children apply proper physiology and calisthenics
Mar 2018 - May 2018
Team & coworkers
Colleagues at Heritage Financial Services, LLC
Other employees you can reach at heritagefinancial.net. View company contacts for 36 employees →
BC
Brendan Connaughton
Colleague at Heritage Financial Services, LlcCanton, Massachusetts, United States, United States
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ER
Elizabeth Ryan Meyer
Colleague at Heritage Financial Services, LlcQuincy, Massachusetts, United States, United States
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LV
Lori Vacaro, Fpqp™️
Colleague at Heritage Financial Services, LlcGreater Boston, United States
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JW
Jackson Watson, Cfa, Cfp®
Colleague at Heritage Financial Services, LlcBrookline, Massachusetts, United States, United States
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TW
Timothy Winn, Cfp®
Colleague at Heritage Financial Services, LlcSutton, Massachusetts, United States, United States
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AA
Alexia Assaf
Colleague at Heritage Financial Services, LlcGreater Boston, United States
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TS
Truman Strug
Colleague at Heritage Financial Services, LlcNorfolk, Massachusetts, United States, United States
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TB
Tim Brungardt
Colleague at Heritage Financial Services, LlcNorfolk, Nebraska, United States, United States
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JW
Joseph Waters Jr., Cfp®
Colleague at Heritage Financial Services, LlcStoneham, Massachusetts, United States, United States
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EZ
Emma Zailskas
Colleague at Heritage Financial Services, LlcFoxborough (Foxboro), Massachusetts, United States, United States
View →
Brendan Connaughton
Colleague at Heritage Financial Services, LlcCanton, Massachusetts, United States, United States
View →
ER
Elizabeth Ryan Meyer
Colleague at Heritage Financial Services, LlcQuincy, Massachusetts, United States, United States
View →
LV
Lori Vacaro, Fpqp™️
Colleague at Heritage Financial Services, LlcGreater Boston, United States
View →
JW
Jackson Watson, Cfa, Cfp®
Colleague at Heritage Financial Services, LlcBrookline, Massachusetts, United States, United States
View →
TW
Timothy Winn, Cfp®
Colleague at Heritage Financial Services, LlcSutton, Massachusetts, United States, United States
View →
AA
Alexia Assaf
Colleague at Heritage Financial Services, LlcGreater Boston, United States
View →
TS
Truman Strug
Colleague at Heritage Financial Services, LlcNorfolk, Massachusetts, United States, United States
View →
TB
Tim Brungardt
Colleague at Heritage Financial Services, LlcNorfolk, Nebraska, United States, United States
View →
JW
Joseph Waters Jr., Cfp®
Colleague at Heritage Financial Services, LlcStoneham, Massachusetts, United States, United States
View →
EZ
Emma Zailskas
Colleague at Heritage Financial Services, LlcFoxborough (Foxboro), Massachusetts, United States, United States
View →
2 education records
Dylan Weaver education
Economics, Investments And Securities
High School Diploma
FAQ
Frequently asked questions about Dylan Weaver
Quick answers generated from the profile data available on this page.
What company does Dylan Weaver work for?
Dylan Weaver works for Heritage Financial Services, LLC.
What is Dylan Weaver's role at Heritage Financial Services, LLC?
Dylan Weaver is listed as Client Service and Operations Analyst at Heritage Financial Services at Heritage Financial Services, LLC.
What is Dylan Weaver's email address?
AeroLeads has found 1 work email signal at @nesfinancial.com for Dylan Weaver at Heritage Financial Services, LLC.
Where is Dylan Weaver based?
Dylan Weaver is based in Weymouth, Massachusetts, United States while working with Heritage Financial Services, LLC.
What companies has Dylan Weaver worked for?
Dylan Weaver has worked for Heritage Financial Services, Llc, Jtc Group, Lee-Chandler Enterprises, Zoosupply, and Veterans Park Elementary School.
Who are Dylan Weaver's colleagues at Heritage Financial Services, LLC?
Dylan Weaver's colleagues at Heritage Financial Services, LLC include Brendan Connaughton, Elizabeth Ryan Meyer, Lori Vacaro, Fpqp™️, Jackson Watson, Cfa, Cfp®, and Timothy Winn, Cfp®.
How can I contact Dylan Weaver?
You can use AeroLeads to view verified contact signals for Dylan Weaver at Heritage Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dylan Weaver attend?
Dylan Weaver holds Economics, Investments And Securities from University Of Massachusetts Amherst.
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