As the Bookkeeper and Bill Pay Specialist for Heritage Wealth Advisors, Gabrielle works closely with the Client Service and Tax teams to ensure client financial records are complete, organized, and accurate. In addition, Gabrielle is responsible for client bill pay transactions, monthly reconciliations, and the development of the bill pay process. Prior to joining Heritage, Gabrielle was the Director of Finance for a large franchisee where she oversaw all financial activity, including bookkeeping, taxes, and payroll. Gabrielle studied Accounting at the University at Albany in New York.
Gabrielle TaliaferroCatrice Taylor2019-12-27T12:24:54-05:00