Sandy Heffernan
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Sandy Heffernan Email & Phone Number

Executive Assistant at Redwood Wealth Advisors at Penn Mutual
Location: Edison, New Jersey, United States 2 work roles
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Current company
Penn Mutual
Role
Executive Assistant at Redwood Wealth Advisors
Location
Edison, New Jersey, United States
Company size
984 employees

Who is Sandy Heffernan? Overview

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Quick answer

Sandy Heffernan is listed as Executive Assistant at Redwood Wealth Advisors at Penn Mutual, a company with 984 employees, based in Edison, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Sandy Heffernan.

Sandy Heffernan previously worked as Executive Assistant at Penn Mutual and Executive Assistant at Metlife.

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Email format at Penn Mutual

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Penn Mutual

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Profile bio

About Sandy Heffernan

With over 20 years of experience in the Financial Planning industry, I am in charge of the day to day activities at Redwood Wealth Advisors. While cultivating good working relationships with producers and clients, I assist in the growth of the business. I am responsible for customer service at Redwood Wealth Advisors, and I am committed to making the entire Financial Planning process as easy and hassle free for our clients as possible.As the Liaison for all new employees, I advise and guide them through their transition making the process as seamless as possible. I also act as an information resource for the agents who benefit from my contacts and experience.

Listed skills include Insurance, Process Improvement, Calendaring, Customer Service, and 4 others.

Current workplace

Sandy Heffernan's current company

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Penn Mutual
Penn Mutual
Executive Assistant at Redwood Wealth Advisors
horsham, pennsylvania, united states
Website
pennmutual.com
Employees
984
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2 roles

Sandy Heffernan work experience

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Executive Assistant

Current
Penn Mutual
Oct 2008 - Present

Executive Assistant

Metlife
Jan 2004 - Sep 2008
Team & coworkers

Colleagues at Penn Mutual

Other employees you can reach at pennmutual.com. View company contacts for 984 employees →

TN Tony Narciso Tony Narciso Colleague at Penn Mutual Township Of Mahwah, New Jersey, United States, United States View → CS Christina Stuart Clayton Christina Stuart Clayton Colleague at Penn Mutual Dresher, Pennsylvania, United States, United States View → LM Lauren Maile Lauren Maile Colleague at Penn Mutual University Park, Pennsylvania, United States, United States View → MR Madeline Rogers Madeline Rogers Colleague at Penn Mutual Philadelphia, Pennsylvania, United States, United States View → GD Gretchen Dinucci Gretchen Dinucci Colleague at Penn Mutual West Hartford, Connecticut, United States, United States View → KH Kimberly Hicks Kimberly Hicks Colleague at Penn Mutual Dublin, Pennsylvania, United States, United States View → RS Richard Strynadka, Ricp® Richard Strynadka, Ricp® Colleague at Penn Mutual Frisco, Texas, United States, United States View → R" Ralph Ralph "Chip" Crews Colleague at Penn Mutual Horsham, Pennsylvania, United States, United States View → BK Bernard Kriegeer Bernard Kriegeer Colleague at Penn Mutual Delray Beach, Florida, United States, United States View → DS Diocelina Smith Diocelina Smith Colleague at Penn Mutual San Diego County, California, United States, United States View →
FAQ

Frequently asked questions about Sandy Heffernan

Quick answers generated from the profile data available on this page.

What company does Sandy Heffernan work for?

Sandy Heffernan works for Penn Mutual.

What is Sandy Heffernan's role at Penn Mutual?

Sandy Heffernan is listed as Executive Assistant at Redwood Wealth Advisors at Penn Mutual.

Where is Sandy Heffernan based?

Sandy Heffernan is based in Edison, New Jersey, United States while working with Penn Mutual.

What companies has Sandy Heffernan worked for?

Sandy Heffernan has worked for Penn Mutual and Metlife.

Who are Sandy Heffernan's colleagues at Penn Mutual?

Sandy Heffernan's colleagues at Penn Mutual include Tony Narciso, Christina Stuart Clayton, Lauren Maile, Madeline Rogers, and Gretchen Dinucci.

How can I contact Sandy Heffernan?

You can use AeroLeads to view verified contact signals for Sandy Heffernan at Penn Mutual, including work email, phone, and LinkedIn data when available.

What skills is Sandy Heffernan known for?

Sandy Heffernan is listed with skills including Insurance, Process Improvement, Calendaring, Customer Service, Data Entry, Organization Skills, Problem Solving, and Time Management.

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