Andrew A Heron Email & Phone Number

Florida, United States

Florida, 3110 Lithia Pinecrest Rd, Us

Do you want to save time & money with less aggravation by outsourcing the functions of your business that you are unable or unwilling to do?Andrew A Heron Corp can help:■ Identify pain points in Value Chain.■ Design & execute Strategic Action Plan.■ Improve Sales Processs: Promote Your Brand across multiple Media Platforms.■ Directly and indirectly prospect, present, & Close Deals.■ Draft & Negotiate Contract Agreements pricing & terms.■ Administer & integrate Client Relationship Management (CRM) systems with accounting Ssoftware.■ Manage & grow network towards win-win Value Propositions.■ Write sales scripts; ■ Recruit; Train; Motivate; Manage■ Save thousand of dollars per employee with new Tax Credits for Employer Sponsored health insurance plans.■ Retain Key Employees with competitive compensation & Employee Benefits packages.■ Design & Implement Standard Operating Procedures (SOP).We apply a dynamic array of personal Life Experiences, Business Principles, and Professional Expertise, to define, scope, and implement solutions to help our clients achieve desired outcome as follows:■ Apply Critical Thinking shaped, in part, by undergraduate study at Washington and Lee University, MBA study at The University of Tampa & Life Long Learning.■ Market Research; compare observations; brainstorm; determine course of action with Subject Matter Expert.■ Design and Implement operating procedures that Affiliates and I accumulated while climbing the career ladder in Fortune 500 middle-sized, and small businessed including sole proprietorship in roles that include mentor, business analyst, tax preparer, outside sales representative, sales manager, licensed retail banker, licensed insurance agent, Investment Adviser Representative, non-profit board of directors member, business-to-business developer, and more.Let's make time to connect!efficiency × effecriveness = productivity#AndrewAHeron #BusinessConsultant

Valrico, Florida, Us

■ Apply critical thinking to solve problems creatively who can specialize in any area of business and help small business work more efficiently.■ Design and implement creation of new water filtration wholesale division.■ Draft, present, negotiate and close on pricing and dealer agreements.■ Cold call prospects; email proposals; schedule, present, and close meetings; authorize dealer agreement.■ Write sales scripts; design sales package; and conduct sales training.■ Build customer relationships with executives and other professionals to improve brand recognition and revenue margins.■ Design and implement Standard Operating Procedures.

Milwaukee, Wi, Us

■ Put clients first while delivering comprehensive planning.■ Understand the client's facts and feelings.■ Educate the client on relevant financial concepts, opportunity, and risks.■ Review the client’s complete financial picture.■ Present a comprehensive plan with written recommendations that help the client(s) achieve their goals and fit within their budget..■ Deliver quality products and expert guidance that’ll serve my clients’ changing financial needs throughout their lifetime.

Fort Washington, Pa, Us

■ Independently owned and operated a FINRA registered wealth management branch.

Fort Washington, Pa, Us

■ Research economic and securities market data.■ Analyze investment securities (i.e., mutual funds: stock, bonds, alternative assets, real estate, commodities, sectors, market cap, etc,).■ Customize financial plans with respect to clients' investment objectives, risk tolerance, and time horizon.■ Present and close financial services proposal to clients and prospects.■ Manage a mult-million-dollar book of hundreds of active brokerage and advisory clients.

St. Petersburg, Fl, Us

■ Asses clients' circumstances, concerns, and objectives.■ Customize financial solutions to help clients protect and grow wealth.

Gb

■ Simulated months of end-user application of accounting software prior to role out.■ Worked independently while coordinating with teammates.

Toronto, Ontario, Ca

■ Consistently met or exceed sales revenue goals by positioning customers for financial products based upon customers' needs, originating and closing applications for annuities, life insurance, deposit accounts, credit cards, personal lending and home equity lending.■ Increased store money out production fourfold.■ Collaborated with TD affiliates: TD Ameritrade, TD Private Wealth, Mortgage Loan Originators, Merchant Services, Commercial Lending, and Treasury Management■ Lead, Educate, Coach and Support branch team activities of unit, assigning, prioritizing and monitoring work.■ Received 2014 WOW Star Award for revenue production.■ Notary Public■ Volunteered to support community enrichment initiatives: financial education, urban tree planting, off-site branding events

New York, Ny, Us

■ Delivered competitive investment and insurance products from top rated companies in order to suit clients' objectives for each Stage of Life.■ Identified client financial objectives. Analyze client's financial budget and asset illustration.■ Positioned financial and insurance products in order to achieve client's objectives including: personal managing exposure to personal financial hardship, reduction of tax liability, protection of assets from creditors, conservative growth assets, transfer of assets.■ Converted 78% of prospect interviews into satisfied clients.■ Target marketed to 403b and 457 plan participants.■ Won ING’s 2012 New Agent sales contest “Triple Play.”

New York, Ny, Us

■ Built a book of hundreds of clients in annuity, life & health business.■ Set 42% of prospects approached; Identified consumer’s objectives; Analyze consumer’s budget; Illustrate and position suitable products; Close and Service clients.■ Won ING’s 2012 New Agent sales contest “Triple Play.”

Us

■ Consistently met/exceeded positive outcome and enrollment goals for Medicare plans.

Tampa, Fl, Us

■ Provided a service which benefits working families in Hillsborough County by accurately preparing and e-filing tax returns.

Roselle, Il, Us

■ Recruitment efforts doubled staff from 7 to 14 by highlighting company’s strengths and earning potential.■ Raised office closing percentage from 33% to 47% by coaching sales techniques including name recognition, body language, voice inflection, commitments, identifying and overcoming objections.■ Increased agents’ in-the-door percentage and closing percentage by intuitively dispatching leads to agent with regard to logistic challenges of proximity and agents’ idiosyncrasies.■ Implemented marketing strategy with management team in order to develop a diverse yet successful office.■ Prospected within network of peers, customer referrals, and door knocking. Ran company generated leads. ■ Direct Sales presentation built value and sense of urgency to sell various large ticket home improvements, including solar photovoltaic, solar water heating, energy use regulators, and water and air purification.■ Consistent direct sales closing percentage averaged 37% by providing customized solutions to consumers.■ Earned 2006 Presidents Weekend in Cocoa Beach.

Estero, Fl, Us

■ Advised Regional Fleet Managers to place fleet request orders per U.S. Division Fleet Allocation forecast.■ Reconciled and accounted for variances between U.S. Division Fleet Allocation and fleet vehicle orders as follows: created and ran MS Excel macros; imported data into MS Access and joined with ODBC tables; and wrote Crystal Syntax in Crystal Reports in order to calculate and reconcile order totals. ■ Utilized six-sigma (Define, Measure, Analyze, Improve, and Control) green belt training in order to define, measure, and analyze defects in reconciliation process. Improved and Controlled reconciliation process to assist senior management in vehicle manufacturer negotiations, to measure growth and monitor profitability.

■ Improved academic performance and social behavior of at-risk youth in foster care by conditioning meta-cognition and logical thinking, and exposing youths to larger institutional opportunities.■ Certified by Crisis Prevention Intervention institute to protect a child from endangerment.

■ Analysis of grocery brokerage inventory.■ Maintain relationship with grocery store managers for highly valued retail product placement.

Bachelor Of Arts - Ba, Sociology And Anthropology

Master Of Business Administration - Mba, Marketing And Finance

Pedagogy

High School Diploma