Andrew Heuss Email and Phone Number
My business philosophy is to take care of your people, who will take care of your clients, who will take care of your profit. I am a vision focused individual who prioritizes teamwork, leadership, and culture in the workplace. The last half decade has consisted of working in multiple small businesses in the financial and marketing industries. I've been able to learn how to manage operations and large projects, optimize CRMs, and review and plan financial reports. Competence in quantitative and qualitative facets of business is key to growth, and my experience has exposed me to these in multiple ways. Building financial models for small business and managing different softwares has enabled me to think quantitatively. Creating digital designs, marketing plans, and finding inefficiencies in sales funnels has reflected my ability to think qualitatively.
Continuum Wealth Advisors, Llc
View- Website:
- contwealth.com
- Employees:
- 6
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Director Of Strategic GrowthContinuum Wealth Advisors, LlcSaint Paul, Mn, Us -
Co-OwnerPickle Grip Llc Jul 2024 - Present
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Business OwnerAdvisor Ascension Feb 2024 - Present
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OwnerHeuss Ventures Oct 2023 - PresentMinnetonka, Minnesota, United States
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Sr. Sales And Business DevelopmentInteractive Circle Oct 2022 - Jul 2023Edina, Minnesota, United StatesDigital Marketing and Client Acquisition - worked with high end clients to deliver digital services, and built relationships with business brokers to sell high end 'built for you' agencies for interested buyers. -
Innovation And Operations ManagerFiat Wealth Management Jan 2022 - Jun 2022Minneapolis, Minnesota, United StatesHired, trained, and managed teams for operations, fulfillment, and technology channels. -
Operations And SystemsFiat Wealth Management Jun 2021 - Dec 2021Minneapolis, Minnesota, United StatesCreated more efficient costs per account by 30% and optimized the backend to cut down on onboarding clients by a week. -
Paraplanner And Office ManagerFiat Wealth Management Feb 2020 - Jun 2021Wayzata, Minnesota, United States -
Financial AdvisorMutual Of Omaha Investment Management Sep 2019 - Feb 2020Greater Minneapolis-St. Paul Area
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Financial Advisor At Luebeck Wealth ManagementLuebeck Wealth Management Jun 2019 - Nov 2019Greater Minneapolis-St. Paul Area -
Financial Advising InternLuebeck Wealth Management Jun 2018 - Aug 2018Greater Minneapolis-St. Paul Area
Andrew Heuss Skills
Andrew Heuss Education Details
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Finance And Economics
Frequently Asked Questions about Andrew Heuss
What company does Andrew Heuss work for?
Andrew Heuss works for Continuum Wealth Advisors, Llc
What is Andrew Heuss's role at the current company?
Andrew Heuss's current role is Director of Strategic Growth.
What schools did Andrew Heuss attend?
Andrew Heuss attended Bethel University.
What skills is Andrew Heuss known for?
Andrew Heuss has skills like Factset, Research, Risk Assessment, Tableau, Microsoft Excel, Social Media, Team Building, Teamwork, Salesforce.com, Communication, Leadership, Investments.
Who are Andrew Heuss's colleagues?
Andrew Heuss's colleagues are Jennifer L. Henry, Ben Guerin.
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