Chief Financial Officer / firstname.lastname@example.org
As Chief Financial Officer, Heather’s responsibilities within the firm are far-reaching. In addition to coordinating the day-to-day operations of the firm, she works closely with CEO David Root to ensure corporate objectives are being advanced. With a strong finance background, Heather is also responsible for managing much of the firm’s accounting, billing and compliance-related activity. She is also in charge of managing DBR & CO’s partner relationships with Charles Schwab and Dynasty Financial Partners.
Heather re-joined DBR & CO in February, 2015 in a compliance and operations role after spending several years as a Senior Auditor with a public accounting firm. She provided internal financial analysis and was responsible for office procedures and policies.
Heather holds a Bachelor of Arts in Economics and Accounting from the University of Pittsburgh.