Garrett Heller
Account Review Specialist
Overview
As an Account Review Specialist at W3, I prepare materials for client meetings. This involves ensuring the account reviews are accurate and up-to-date for the clients and advisors.
ACCREDITATIONS & EDUCATION
- B.A. in Finance from Kent State University.
- IMA Data Analytics & Visualization Fundamentals Certificate.
HOBBIES & PERSONAL LIFE
- I enjoy spending time outdoors fishing and being on the water.
- I love to play basketball and watch/support all Cleveland sports teams.
