Synergi
Heather McDonald has a diverse background in sales operations and banking, currently serving in the role of Sales Operations at Synergi Partners since October 2022. Prior to this position, Heather McDonald worked at First Reliance Bank from April 2020 to October 2022, first as an Assistant Branch Manager and then as a Universal Banker. Earlier experience includes a role as a Bank Teller at Wells Fargo from May 2017 to April 2020. Heather McDonald holds a Bachelor of Business Administration in Finance from Francis Marion University.
Synergi
Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico. The company was founded by tax credit veterans who have made significant contributions to the tax incentive industry. Synergi’s deep understanding of the evolving tax legislation and thorough processes allows clients to file tax credits with confidence.