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.