Heidi Bohn Email & Phone Number

I provide administrative and operational support to a team of financial advisors, ensuring a high level of client satisfaction and retention. I handle data entry, account opening and maintenance, document preparation and filing, and communication with clients and vendors.I hold a Master of Business Administration degree from the University of Arizona Global Campus, where I gained valuable knowledge and skills in management, leadership, finance, and marketing. I also have a Bachelor of Arts degree in Psychology from California State University-Sacramento, where I developed an interest in human behavior and motivation. I am proficient in Microsoft Office and various CRM and financial software.I am passionate about helping people achieve their financial goals and providing excellent service to clients and colleagues. I am always eager to learn new things and take on new challenges. I am a reliable, organized, and adaptable professional who thrives in a fast-paced and dynamic environment.