Congratulations Shannon, Ben & Otona on 5 Years with Heck Capital Advisors!Submitted by Heck Capital Advisors on August 20th, 2019
Congratulations to Shannon Nelson, Ben Opsal and Otona Lavender on 5 year milestones with HCA.
Shannon is a Client Service / Marketing Associate at Heck Capital. Shannon works out of our Rhinelander office, assisting with all client service responsibilities including client requests, administrative duties, and client service. In addition, Shannon assists in the communication process including marketing and client presentations. A graduate from the University of Wisconsin - Milwaukee, Shannon earned a Bachelor degree in Business Administration with an emphasis in Marketing. Shannon joined Heck Capital with prior professional marketing experience.
Ben is a Portfolio Management / Investment Analyst Senior Associate at Heck Capital. Ben began his investment career in 2014 and works out of our Rhinelander office. Ben is responsible for performing all trading functions at Heck Capital, including trade monitoring and execution. In his capacity as a Portfolio Manager, Ben oversees portfolio allocation and investment selection for several of Heck Capital’s investment strategies. Ben also assists in investment performance examinations, reporting and analysis, and manager searches. A graduate from Minnesota State University, Ben earned a Bachelor of Finance with an emphasis in Investment Analysis, a minor in Business Administration, and a minor in Accounting, all while graduating Summa Cum Laude. Ben’s credentials include Chartered Financial Analyst® (CFA®) charter; and Series 65, Uniform Investment Adviser Law Examination.
Otona is a Client Service / Operations Senior Associate at Heck Capital. Otona works out of our Rhinelander office, assisting with all client service responsibilities including client requests, administrative duties, and client service. In addition, Otona assists in the operations process including working with the client custodians for client assistance. A graduate from Nicolet Technical College, Otona earned an Associate’s degree of Applied Science in Administrative Assistance, and also complete her Bachelor degree in Business Administration from the University of Wisconsin - Green Bay. Otona brings more than 20 years of service and administrative experience to our team.