Our Team

Heather joined Greenwich Investment Management in 2007 and directs all aspects of the firm’s operations and administration. She is responsible for ensuring exceptional client service along with comprehensive compliance support, technology systems operation, custodian interaction, portfolio reconciliation and reporting. Heather serves as an alumna of the TD Ameritrade Institutional Operations Panel that provides guidance on TD Ameritrade Institutional product and service offerings and was awarded Back Office Certification from Advent, the firm’s Portfolio Management System. Previously, Heather served as an Associate Financial Representative at Northwestern Mutual where she administered the fulfillment of client insurance and investment needs. Heather achieved her NASD series 7, 65 and 63.