Brent Heflin

Brent Heflin Email and Phone Number

Capitaliz - Helping Advisors Deliver Better Outcomes for Business Owner Clients @ Capitaliz
Brent Heflin's Location
Philadelphia, Pennsylvania, United States, United States
Brent Heflin's Contact Details

Brent Heflin work email

Brent Heflin personal email

About Brent Heflin

An experienced FinTech leader who has dedicated his career to helping professional advisors achieve their goals. An expert with proven ability in implementing practice-changing exit planning solutions that drive growth and deliver better outcomes for business owner clients.Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses.The Capitaliz platform enables exit planning professionals to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes. Contact me via email at Brent@Capitaliz.com Website: https://www.capitaliz.com/

Brent Heflin's Current Company Details
Capitaliz

Capitaliz

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Capitaliz - Helping Advisors Deliver Better Outcomes for Business Owner Clients
Brent Heflin Work Experience Details
  • Capitaliz
    Vice President Of Sales
    Capitaliz Dec 2024 - Present
    Denver, Colorado, Us
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  • Bizequity
    Vice President Of Sales
    Bizequity Jan 2022 - Dec 2024
    Philadelphia, Pennsylvania, Us
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  • Bizequity
    Director Of Business Development
    Bizequity Jun 2015 - Dec 2021
    Philadelphia, Pennsylvania, Us
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  • Bizequity
    Sales Manager - Wealth Management
    Bizequity Nov 2014 - May 2015
    Philadelphia, Pennsylvania, Us
    View
  • Emoney Advisor
    Sales Specialist - Northeast
    Emoney Advisor 2011 - 2014
    Radnor, Pa, Us
    -Support external sales efforts for eMoney's #1 producing team.-Facilitate prospective client evaluations through detailed system presentations and follow-ups.-Actively manage sales pipeline and drive company's presence and profitability.2013 - 229% of Quota.2012 - 132% of Quota.
    View
  • Emoney Advisor
    Associate Account Executive
    Emoney Advisor 2010 - 2011
    Radnor, Pa, Us
    View
  • Army G8 Fdc, The Pentagon
    Administrative Assistant
    Army G8 Fdc, The Pentagon 2007 - 2007

Brent Heflin Skills

Sales Sales Operations Sales Process Customer Service Sales Presentations Wealth Management Relationship Management Finance Lead Generation Crm Selling Customer Retention Salesforce.com Financial Planning Management Deal Closure B2b Leadership Business Development Customer Relationship Management Customer Relations Software Implementation Strategic Planning Investments Closing Deals Pipeline Development Sales Force Development Retirement Planning Marketing

Brent Heflin Education Details

  • West Virginia University
    West Virginia University
    Business Administration
  • Brooke Point High School
    Brooke Point High School

Frequently Asked Questions about Brent Heflin

What company does Brent Heflin work for?

Brent Heflin works for Capitaliz

What is Brent Heflin's role at the current company?

Brent Heflin's current role is Capitaliz - Helping Advisors Deliver Better Outcomes for Business Owner Clients.

What is Brent Heflin's email address?

Brent Heflin's email address is rb****@****ail.com

What is Brent Heflin's direct phone number?

Brent Heflin's direct phone number is +154044*****

What schools did Brent Heflin attend?

Brent Heflin attended West Virginia University, Brooke Point High School.

What skills is Brent Heflin known for?

Brent Heflin has skills like Sales, Sales Operations, Sales Process, Customer Service, Sales Presentations, Wealth Management, Relationship Management, Finance, Lead Generation, Crm, Selling, Customer Retention.

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