Heather Solis serves as Senior Operations Associate and joined AFAM Capital in September of 2014. She assists the Operations Team by managing and executing new account workflows and maintenance workflows for private clients, dual contract and platform relationships. As an Operations Associate, she focuses on managing internal and external communications in order to deliver high-quality client service.
She graduated from the University of Houston with a B.B.A. degree in Finance. Heather was awarded the Claritas® Investment Certificate. Prior to joining AFAM, she served as a Scheduling Analyst at Sequent Energy Management and as a Client Service Associate at Morgan Stanley Wealth Management.