Upon graduation from NC State University with a B.S. in Business Management, Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008.
Raleigh, NC – June 23, 2011 — Financial Symmetry, Inc., a locally-owned, fee-only financial planning and investment management firms, has recently promoted Heather Gudac to Operations Manager.
Upon graduation from NC State University with a B.S. in Business Management, Finance, Heather joined Financial Symmetry, Inc. (FSI) as their Operations Specialist and Office Manager in 2008. She began her career with the firm as a financial planning intern in late 2006.
As Financial Symmetry has continued to grow, so has Heather’s role within the company. In addition to her responsibilities of assisting with portfolio administration and growth management, and overseeing the company’s internship program, Heather’s new position includes managing a growing operations team. Working closely with FSI’s advisors, Heather coordinates new account transitions, supervises account maintenance and guides our clients though qualified account rollovers and distributions processes.
Heather maintains her position as FSI’s office manager, handling the day-to-day operations within the company. Going forward, she is looking forward to improving and establishing new operational processing that will benefit FSI’s clientele in each of their fee-only services- financial planning, investment management and wealth management.
About Financial Symmetry, Inc.
Financial Symmetry, Inc. provided fee-only financial planning, investment management and wealth management services for individuals and their families. ‘Fee-only’ means that we neither sell products nor receive commissions, being paid solely by our clients. This allows us to offer our clients the impartial advice necessary to make effective financial decisions.
http://www.finsymnews.com
Contact Info:
Heather Gudac
Operations Manager
Financial Symmetry, Inc
Raleigh, NC
(919) 851-8200 ext. 205
[email protected]
http://www.finsymnews.com
