Berkshire Money Management Promotes COO

Print Story | Email Story
DALTON, Mass. — Berkshire Money Management promoted Natalie Wheeler to Chief Operating Officer
 
Natalie Wheeler, who joined the firm at the very beginning of 2020 as Operations Manager, is now the Chief Operating Officer (COO).
 
"As experienced as she was, I didn’t have a position for Natalie when she came on board – but I hire smart people when I can," said CEO and founder Allen Harris. "Natalie is the iPhone of money management, but with a better battery – I didn’t know we needed her until we had her."
 
Upon joining Berkshire Money Management Wheeler streamlined operations, took on all human resources needs and challenges, updated the firm’s policies and procedures, and headed up all compliance-related duties. She has also forged ahead with professional development programs, including the  Associated Industries of Massachusetts (AIM) 30-hour, Front-Line Leadership certification series.
 
Natalie lives in southern Vermont with her children, Tre and Gianna, and her fiancé Ryan. 

Tags: Berkshire Money Management,   

0 Comments
iBerkshires.com welcomes critical, respectful dialogue; please keep comments focused on the issues and not on personalities. Profanity, obscenity, racist language and harassment are not allowed. iBerkshires reserves the right to ban commenters or remove commenting on any article at any time. Concerns may be sent to info@iberkshires.com.

Berkshire Money Management Sponsors Match Campaign To Benefit Thanksgiving Angels

DALTON, Mass. — Berkshire Money Management (BMM) is partnering with the Thanksgiving Angels, a collaboration of 19 food pantries, organizations, and faith communities, to provide more than 1,500 Berkshire families with a full Thanksgiving meal in their own homes.
 
"We really ramped up our efforts to address food insecurity as the pandemic began," said BMM founder and CEO, Allen Harris. "In years past, the BMM team physically handed out turkeys and Wohrle's gift certificates around Thanksgiving time. But the good people at the Thanksgiving Angels have perfected the logistics behind reaching out to and feeding thousands of Berkshire families. To have the biggest impact, we decided to team up with the Thanksgiving Angels just as they began their fundraising campaign this year."
 
BMM's donation of $25,000 will help the Thanksgiving Angels double their donation dollars. The donation will be spent at Wohrle's. 
 
This year, according to the Thanksgiving Angels committee, more requests for meals have come in due largely to the impact of the pandemic and ensuing unemployment and housing insecurity.
View Full Story

More Dalton Stories