Heather Birkin works with Michael Byun in the area of compliance. Her focus is to provide assistance to the representatives of the SageView team by facilitating paperwork and answering questions in order to meet regulatory standards and perform the best practices.
Before joining SageView, Heather worked for Cetera Advisor Networks LLC in El Segundo, CA as a compliance analyst. She worked with the compliance team in creating internal policies and procedures as well as providing guidance to representatives.