As Investment Operations & Communications Manager at The Heritage Partnership, Adriana oversees investment operations support, client communications and administrative coordination. She has over 15 years of experience in hospitality, followed by 7 years in financial services operations. Adriana is detail-focused, ensuring documentation accuracy, regulatory alignment and timely execution across client servicing processes. She serves as a key contact point for clients and supports smooth coordination between advisers and internal teams. Outside work, Adriana is active in her local community and volunteers at local schools. She's also an animal lover who finds joy in caring for her pets and likes to unwind with a great playlist.
