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Heather Furdyna
Wealth Management Advisor, Vice President at Clarfeld - Citizens Private Wealth
Heather S. Furdyna is a financial professional with extensive experience in wealth management and private banking. However, there seems to be some discrepancy in the information provided in the query regarding her current position.
Current Position
As of the most recent information available, Heather Furdyna is currently working as a Vice President and Banker at J.P. Morgan Private Bank.12 She joined this position in April 2022.2
Professional Background
Heather has a diverse background in the financial industry:
- She holds the Certified Financial Planner (CFP) designation.1
- Prior to her current role, she worked as a Wealth Advisor at Citizens Bank from November 2020 to March 2022.46
- During the same period (November 2020 to March 2022), she was also associated with Clarfeld Financial Advisors, LLC as an Investment Adviser Representative.46
Qualifications and Expertise
- Heather has passed the Series 66 examination and is registered to provide investment advice.3
- She has approximately 19 years of experience in the financial industry and has worked with five different firms.5
- Her expertise includes working with wealthy individuals, senior executives, and business professionals.1
Education
Heather Furdyna holds a Bachelor's degree from Siena College.
It's worth noting that while the query mentions her as a Wealth Management Advisor and Vice President at Clarfeld - Citizens Private Wealth, the most current information suggests she has moved on to J.P. Morgan Private Bank. The LinkedIn username provided (heather-s-furdyna-8b761097) is consistent with the information found about her current role at J.P. Morgan.
