Heather Comella
Fintech and Financial Services Consultant at Heather Comella Consulting LLC | Folsom, California, United States
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Fintech and Financial Services Consultant at Heather Comella Consulting LLC in November 2023 to Present
Lead Planner, Founder at Folsom Wealth Advisors in February 2024 to Present
Lead Financial Planner | Planning Success Lead at Origin in January 2020 to November 2023
Financial Planner at Trellis Advisors, LLC in November 2017 to April 2020
Financial Planner at Symphony Financial Planning in June 2014 to October 2017
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Central Washington University, Bachelor of Science (B.S.), January 2008 to January 2011
Central Washington University, Bachelor of Science (B.S.), January 2008 to January 2011
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Teaching
Financial Services
Financial Concepts
Finance
Education
Client Communication
Operational Excellence
Training
Teamwork
Team Leadership
Business Process
Written Communication
Interpersonal Skills
Google Sheets
Compensation
Coaching
Employee Engagement
Succession Planning
Peer Relationships
Handle Confidential Information
Problem Solving
Interpersonal Communication
Build Strong Relationships
Highly detail oriented
Learning Quickly
Communication Skills
Self-motivated Individual
Ethical Decision Making
Independent Thinking
Critical Thinking
Financial Reporting
Financial Analysis
Project Planning
Electronic Trading
Mutual Funds
Asset Allocation
Account Management
Internal Controls
Money Transfers
Process Improvement
Procedure Development
Software Implementation
Tax Reporting
Strategic Financial Planning
Customer Service
Microsoft Excel
Financial Planning
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What is Heather Comella email address?
Email Heather Comella at [email protected]. This email is the most updated Heather Comella's email found in 2026.
How to contact Heather Comella?
To contact Heather Comella send an email to [email protected].
What company does Heather Comella work for?
Heather Comella works for Heather Comella Consulting LLC
What is Heather Comella's role at Heather Comella Consulting LLC?
Heather Comella is Fintech and Financial Services Consultant
What is Heather Comella's Phone Number?
Heather Comella's phone (213) ***-*400
What industry does Heather Comella work in?
Heather Comella works in the Financial Services industry.
Heather Comella Email Addresses
Heather Comella Phone Numbers
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