As Director of Finance and Administration, Mary Ann oversees the coordination of the internal financial and human resource operations of Heritage Wealth Advisors. While Mary Ann is accustomed to and enjoys wearing many hats, her primary focus is on recruitment and team development efforts for the firm. She has a passion for applying an innovative, outside the box thinking towards promoting a lasting impression on a client or team member’s experience.
With over 15 years experience Mary Ann has held roles that supported and strengthened business development and growth in small to mid-sized businesses. Prior to joining Heritage, she spent six years as Client Service and Operations Manager for a Philadelphia based RIA firm. During her time there, she served the firm’s high net worth clients and managed the firm’s recruitment and internal financial operations.
Mary Ann holds a Bachelor of Science in Business Administration from Duquesne University in Pittsburgh, PA.