Senior Operations Specialist - Clifton Park, NY
Taryn Sheehan is the Senior Operations Specialist for Holistic Wealth Advisors and joined the team in 2017. Taryn's role is critical in helping our new and existing clients establish, maintain and service their accounts under our care. She is the lead point of contact for questions related to paperwork, account transfers, contributions and withdrawals. She provides personalized operational support for the advisors and strives to enhance client relationships with exceptional service.
Taryn is originally from Clifton Park. After graduating from Union College with a B.A. in Economics, she worked in global corporate actions at Wellington Management in Boston before moving back home to raise her family.
She lives in Clifton Park with her two sons and enjoys her dogs, gardening and spending time with family and friends.