Client Service Manager
Heather Berezansky joined Presidio Capital Management in January 2021 as the firms Client Service Manager. Heather began her professional career working for Bank of America followed by a few years in the Mortgage industry. She has held various positions from appraisal coordinator, underwriting clerk, and loan processing where she comprehended the entire loan process from start to finish.
Originally from New York, Heather wanted to escape the harsh upstate winters so in 2005 she relocated to San Diego, a place she now calls home. Shortly after moving to San Diego, Heather was hired by Merrill Lynch and began her financial services career in client relations and operational support. After several years working for a broker-dealer, Heather embarked on her dream of being an entrepreneur and opened a dog boutique in Point Loma called the “Pampered Pup”. The boutique featured a self-serve washing station, all-natural dog food, fresh baked treats, and toys. To say she loves dogs is an understatement!
Following her entrepreneurial endeavors, Heather transitioned back to financial services by joining a boutique RIA firm. Heather continued to apply her extensive operational and client service background by enhancing the firm’s efficiency while providing an exceptional client experience. Heather brings over 15 years of financial services experience to the team. She works closely with Wealth Managers and serves on the Leadership Team constantly identifying, developing, and executing the firm’s initiatives by staying ahead of client and technology needs. Heather has a passion for developing scalable systems, processes and procedures and finds working at a fast-growing company that focuses on building strong client relations very rewarding.
Outside of work, Heather maintains a very active lifestyle with her 2 boys Jackson, and Maxwell and her love for exercise which includes Yoga, Barre, and Cycling. When not attending her children’s sporting activities, they enjoy family vacations, movie nights, and on a sunny day in San Diego you can find them at the Coronado Beach.