518.720.3333Troy, NY

518.306.6268Saratoga Springs, NY


Heidi Bilicki

Client Service Associate Heidi Update

In her role as Client Service Associate, Heidi’s responsibilities include working with new and existing clients and executing client requests. Heidi has more than 10 years of experience with customer service in the financial world  and exceptional attention to detail. Heidi is very  involved with her community, helping with a number of non profit organizations. She dedicates the majority of her charitable time with the Ronald McDonald House.