Heather Jungers is a seasoned financial operations leader, currently serving as COO of M2 Trust Services and Director of Operations for Milestone Banks Custodial Division. With over eight years of experience, she specializes in Self-Directed and Safe Harbor IRAs. She holds an Associates Degree and is ACH Certified.
Based on her professional activities, Heather values building strong relationships and making meaningful connections with colleagues and friends. She actively participates in industry conferences to network and gain valuable information, demonstrating a commitment to professional growth and community building within her field.
She is passionate about creating programs that reduce administrative burdens and fiduciary liability for employers.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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