Heather Puckett serves as Policy & Procedure Unification Specialist within Peak Trust Company’s compliance department. In this role, Heather contributes to standardization, documentation and alignment of all policies, controls, workflows and training programs across the enterprise.
Leveraging project management expertise from her background, Heather facilitates cross-functional input to update legacy documentation, identify control gaps, consolidate redundant protocols and track version control. Her work reduces operational risk while ensuring procedural consistency.
Prior to her current position, Heather supported Peak ‘s executive team as an Executive Assistant where she gained valuable insights into leadership priorities and challenges. Over her earlier career, Heather managed complex initiatives across data systems and human resources functions in the private sector.
Heather holds a Bachelor of Arts in Human Resources from the University of Oklahoma. She applies analytical thinking, communication skills and an eye for detail in her mission to optimize Peak Trust Company’s policy infrastructure amid ongoing expansion.
