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@wealthbox.com
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2 phones found area 401
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LinkedIn matched
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Brian Heston is listed as Customer Success Manager at Wealthbox, a company with 11 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at wealthbox.com, phone signal with area code 401, and a matched LinkedIn profile for Brian Heston.
Brian Heston previously worked as Business Analyst - Customer Success at Wealthbox and Podcaster at Heating Up. Brian Heston holds Bachelor Of Business Administration - Bba, Marketing from Bryant University.
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AeroLeads found 1 current-domain work email signal for Brian Heston. Compare company email patterns before reaching out.
I am currently employed at Wealthbox, a CRM platform for financial advisors. Having been at Wealthbox since January 2021, I have proven my ability to communicate with customers, balance multiple projects at once, and assist customers in their transition between CRMs. I believe my ability to succeed in this role can be credited to my previous experiences at Bryant University, where I graduated in Marketing Analytics.
Listed skills include Microsoft Powerpoint, Social Media, Microsoft Word, Microsoft Excel, and 1 others.
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A career timeline built from the work history available for this profile.
- Lead a team of Customer Success Specialists and work through any questions or concerns that come up during their day to day- Meet with new customers to ensure their data migration between CRMs is as seamless and easy as possible- Format data and perform functions via Excel to prep data during the transition to Wealthbox
Providence, Rhode Island, United States
- Assist clients in process of moving data from previous CRM into Wealthbox- Communicate with clients about status of their migration - Perform various queries on excel files to properly format data and prep for migration- Follow up with customers after migration is complete to make sure everything appears the way they want it to
Conceptualized and developed a radio show on campus about the NBA and NFL Distributed the show to Spotify and Apple Podcasts Created an Instagram page and social presence to engage with 470 followers
Boston, Massachusetts, United States
- Assisted in migrating projects from older system onto a new platform- Communicated with other members within the company about project migration dates and new project locations- Worked within a team to create a consistent appearance for projects on new platform
Johnston, Rhode Island, United States
- Design Email campaigns using HTML script- Update website and product information using WordPress to improve product SEO
Providence, Rhode Island Area
Operate large mowers and other light equipment in a safe and efficient manner, maintain all equipment Plant bushes, shrubs and other native plants, edge, rake, and maintain sand bunkers and cart paths Responsible for keeping fringes, flags, cups, fairways, rough, tee boxes, golf carts, in good condition Handled any golfer request and worked to resolve.
Smithfield, Rhode Island
Conducted event logistics including set up and breakdown of all sporting events on campus Sold tickets to guests, handled visitor requests and resolved issues
Providence, Rhode Island Area
Assisted Regional Vice Presidents of Business Operations with updating PowerPoints and SharePoint sites by communicating with other branches Updated annual financial reports using excel to show yearly trends and industry analysis Attended meetings and observed how the business operations division works Developed and updated 18-month outlook plans for.
Johnston, Rhode Island, United States
Create Snapchat Stories based on gameplay, collect other media footage to re-use on social accounts Recorded a weekly 10 episode podcast series to include highlights and updates on the league
Other employees you can reach at wealthbox.com. View company contacts for 11 employees →
Chris Kopanski
Colleague at Wealthbox
Poughkeepsie, New York, United States, United States
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SC
Sydney Cordell
Colleague at Wealthbox
Jacksonville, Florida, United States, United States
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LF
Lindsay Ferranti
Colleague at Wealthbox
Providence County, Rhode Island, United States, United States
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CR
Christopher Retherford
Colleague at Wealthbox
Cincinnati Metropolitan Area, United States
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QM
Quinn Mullaney
Colleague at Wealthbox
New York City Metropolitan Area, United States
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JB
Jeffrey Bondorew
Colleague at Wealthbox
Providence, Rhode Island, United States, United States
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JL
Josef Lindberg
Colleague at Wealthbox
Metro Jacksonville, United States
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DF
Derrick Fonseca
Colleague at Wealthbox
Warwick, Rhode Island, United States, United States
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JA
Jacqueline A Jones
Colleague at Wealthbox
Asheville, North Carolina, United States, United States
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AP
Anthony Pacitti
Colleague at Wealthbox
Philadelphia, Pennsylvania, United States, United States
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Activities and Societies: WJMF Radio Station
Activities and Societies: - Sports Networking Association
Activities and Societies: National Honor Society, Varsity Basketball Captain, Academic All-State for Basketball 2015 & 2016, Varsity.
Quick answers generated from the profile data available on this page.
Brian Heston works for Wealthbox.
Brian Heston is listed as Customer Success Manager at Wealthbox.
AeroLeads has found 1 work email signal at @wealthbox.com for Brian Heston at Wealthbox.
AeroLeads has found 2 phone signal(s) with area code 401 for Brian Heston at Wealthbox.
Brian Heston is based in Greater Boston, United States, United States while working with Wealthbox.
Brian Heston has worked for Wealthbox, Heating Up, Salsify, Yankee Supply Company, and Button Hole Golf Course And Teaching Center.
Brian Heston's colleagues at Wealthbox include Chris Kopanski, Sydney Cordell, Lindsay Ferranti, Christopher Retherford, and Quinn Mullaney.
You can use AeroLeads to view verified contact signals for Brian Heston at Wealthbox, including work email, phone, and LinkedIn data when available.
Brian Heston holds Bachelor Of Business Administration - Bba, Marketing from Bryant University.
Brian Heston is listed with skills including Microsoft Powerpoint, Social Media, Microsoft Word, Microsoft Excel, and Time Management.
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