Otona R. Lavender
Client Service / Operations
Senior Associate
Industry Start Date:
2014
Heck Capital Advisors Start Date:
2014
Education:
B.B.A, emphasis in General Business and Minor in Human Development, University of Wisconsin - Green Bay, Associate’s Degree of Applied Science in Administrative Assistance, Nicolet Area Technical College
Awards/Recognition:
State of Wisconsin Notary Public
Prior Work Experience:
Most recently, I worked in the insurance industry after spending many years in client service.
Fun Fact:
My family had a pet deer when I was growing up.
What do you enjoy most about working at Heck Capital Advisors?
My coworkers and our clients make working at Heck Capital Advisors such an enjoyable experience.
What is the most rewarding part of your position?
By far, being able to help our clients achieve satisfaction. We thrive on making our clients happy and satisfied with our service.
What are some of your hobbies/interests?
I enjoy reading, fishing, boating, camping, and anything that involves spending time with family and friends.
What does outstanding client service mean to you?
Outstanding service means making sure that our clients’ needs are met to the very best of our ability.