Shelly Wheeler

Director of Client Experience at Wealth Strategies

Shelly Wheeler has worked as a Director of Client Experience at Wealth Strategies since November 2019. In this role, they provide administrative support to a Managing Partner remotely. Prior to that, they worked at HEB as a Wine Steward from October 2012 to November 2019. Their responsibilities included building relationships with customers, planning events, and managing profitable wine departments. Shelly also collaborated with store management to ensure successful product merchandising and sales.

Shelly Wheeler attended El Camino Real from 1982 to 1983, where they pursued General Studies. However, no specific degree was mentioned.

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Timeline

  • Director of Client Experience

    November, 2019 - present