HEATHER BECKLUND

Director of Business Development

Heather has 15 years of experience in the financial services industry, with a specialty in practice management. She started her career with Cambridge Investment Research in the mail room and worked her way through various operations desks before discovering her true passion: business development. Her deep knowledge of the industry coupled with her exceptional interpersonal skills and outgoing personality make Heather an unmatched resource for helping advisors’ businesses run as efficiently and effectively as possible. Heather integrates proper coaching, consulting, and accountability within the advisors’ practice to provide them with the necessary tools for success and to achieve the ultimate work-life balance. She also contributes to the success of Quantum’s powerhouse marketing department by ensuring the team is accomplishing its goals and processes are running seamlessly. Heather is a Registered Corporate Coach and holds her Series 99 and Series 7 licenses.

CONTACT ME TO LEARN MORE:

800.440.1088

HEATHER BECKLUND

Director of Business Development

Heather has 15 years of experience in the financial services industry, with a specialty in practice management. She started her career with Cambridge Investment Research in the mail room and worked her way through various operations desks before discovering her true passion: business development. Her deep knowledge of the industry coupled with her exceptional interpersonal skills and outgoing personality make Heather an unmatched resource for helping advisors’ businesses run as efficiently and effectively as possible. Heather integrates proper coaching, consulting, and accountability within the advisors’ practice to provide them with the necessary tools for success and to achieve the ultimate work-life balance. She also contributes to the success of Quantum’s powerhouse marketing department by ensuring the team is accomplishing its goals and processes are running seamlessly. Heather is a Registered Corporate Coach and holds her Series 99 and Series 7 licenses.

CONTACT ME TO LEARN MORE:

800.440.1088