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,   

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.

Dalton CRA Golf Tourney Planned

Community submission
DALTON — The 28th annual Dalton Community Recreation Association Golf Tournament will be held Monday, June 27, at Wahconah Country Club, with major sponsorship by Pittsfield Cooperative Bank.
 
The $150 per person entry fee includes green fees, cart rental, lunch provided by Pittsfield Pipers, dinner provided by Hill-Engineers, Architects and Planners, prizes, and a hole-in-one contest sponsored by Haddad Dealerships. All proceeds will benefit the nonprofit CRA’s Dalton Youth Center programs, summer camps, sports programs, and financial aid for the less fortunate.
 
The captain and crew event begins at 11 a.m. with registration and lunch, followed by a 12:30 p.m. shotgun start. A 5:30 p.m. putting competition (sponsored by Kelly’s Package Store), dinner and awards program will conclude the evening.
 
Participation is limited to the first 120 paid players by June 20. Sponsorship opportunities are still available. For further information, please contact Dustin Belcher at (413) 684-0260, Ext. 203 or dbelcher@daltoncra.org.
View Full Story

More Dalton Stories