Financial Symmetry, Inc. 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 also assists FSI’s primary advisors with financial planning projects by gathering and organizing data through client communications.
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.