Alysha Heiss,
Investment Operations Associate
Alysha is a member of our Investment Operations team, working closely with our advisors to coordinate new client onboarding, manage account activities, and support the firm's daily operations. She plays an important role in ensuring client accounts are established accurately, transactions are processed efficiently, and our team delivers a seamless experience for both new and existing clients.
Prior to joining Leverty Financial Group, Alysha gained experience in the financial services industry, with a focus on risk management, regulatory compliance, and client service. Her background and attention to detail help support our team's commitment to providing personalized service and a well-coordinated client experience.
Alysha lives in Inver Grove Heights, MN.
