Ramona is a Client Service Administrator with Heritage Wealth Advisors. She joined Heritage from The Capital Management Corporation. Ramona provides administrative support to the Relationship Managers and their teams. Ramona has 13 years of experience in the financial services industry. In addition to assisting advisors, she is experienced in handling the day to day back office functions, to include account maintenance and cash management.
Ramona graduated from Colorado Technical University earning a Bachelor degree in Business Administration with a concentration in Healthcare Management.