Heather Pehrson
Administrative Assistant at Agilix Solutions
Based in Memphis, United States
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Seniority
Staff
Department
Operations
Location
Memphis
Industry
Wholesale
Company size
202
Contact information
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h•••••••@goagilix.com
Phone
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Background
About Heather Pehrson
With over a decade of experience in compliance and registration management, I currently serve as a Compliance Analyst at NewEdge Advisors, where I ensure adherence to regulatory standards and optimize operational processes. My role aligns with NewEdge's mission of empowering advisors through innovative partnerships and efficient solutions. Driven by a commitment to precision and collaboration, I contribute to creating a seamless compliance infrastructure that supports our advisors and their clients. At NewEdge Advisors, I manage critical compliance systems, including Schwab Data Delivery, Fidelity's Wealthscape, and FINRA's WebCRD. My responsibilities span creating ADV2Bs, overseeing registration processes, and testing internal systems. By leveraging tools like Orion Compliance and RedTail, I contribute to initiatives such as mutual fund conversions and quarterly transaction reports, ensuring regulatory compliance and operational excellence.
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