Yvette Wheeler

Yvette Wheeler

Director of Operations  social-linkedin-outline

 

Yvette has over 30 years of operational experience in financial services. Previously, she was an Operations Manager at Heron Wealth where she was responsible for the day-to-day supervision of client onboarding and new hire orientation and training. Prior to Heron Wealth, she worked for 25 years at Morgan Stanley where she started as a Client Service Representative in back-office operations, successfully climbed in title & responsibilities, and landed a role as Senior Programmer Analyst in information technology. She brings her team-oriented personality and enjoyment of connecting with people through shared interests and life events.

 

Yvette lives in Queens, New York. She enjoys traveling and spending time in Florida with her family. A huge animal lover, she shares her home with a dog and two cats.