Brian Wolfson Email & Phone Number

Mount Laurel, NJ, US

Westerville, Ohio, US

Heitmeyer Consulting helps banks and insurance companies across the U.S. and Canada deliver on their business, operations, and technology initiatives through Advisory & Consulting Services and Strategic Staffing Services. We leverage our network of banking and insurance professionals and deep internal subject matter expertise to serve the Banking.

Brian Wolfson is a financial services veteran with over 20 years of experience. At Stadion Capital, he specializes in sourcing and evaluating investment opportunities in banking and insurance, leveraging the firm’s C-suite relationships to identify high-growth potential. Brian plays a pivotal role in assessing how Stadion can bring strategic value to.

Brian has been leading sales and marketing organizations for many years. As Chief Revenue Officer Brian is an executive responsible for overseeing and optimizing all revenue-generating activities within the company. This includes sales, pricing, marketing, and customer support with the goal of maximizing revenue and driving business growth through.

Powell, Ohio, US

New York, NY, US

Responsible for sales leadership of the financial services vertical, leading a team of seasoned sellers with deep experience in the space. Role includes creation, and execution of a market development plan that focuses on generation of new business and nurturing of existing relationships. Key to the role is a high focus on customer satisfaction.

• Created and launched professional sales organization to drive revenue. Developed strategic plan, including development of sales organization and oversight of key operational hires. Hired initially to sell more data and.
• Developed new branding strategy, which included identity and marketplace imagery as well as strategic sales plan.
• Increased sales facilitated the growth of the company from 13 to 65 employees and from $5,000,000 in annual revenue to $24,500,000.
• Awarded INC Magazine Inc. 500/5000 Fastest-Growing U.S. Companies for four years consecutively due to strong sales achievement.
• Secured term sheet with TU for $3,000,000 within weeks of being employed, that ultimately resulted in the acquisition of the company. Additionally, landed largest multiyear contract (nearly $6,000,000 over three years).
• Grew team from one to seven inside/outside reps. Created and oversaw partner sales, including another dozen sales representatives.

• Led sales team in risk vertical. Oversaw customer revenue from maintaining and growing business. Managed day-to-day activities. Created and monitored sales performance reports. Assisted in selling situations.
• Consistently exceeded goal, maintaining average throughout tenure of 126%.
• Created discipline around sales reporting, ensuring consistent adherence and enhancement.
• Asked to provide mentorship to sellers outside of team.

San Diego, CA, US

Created new position in business development. Charged with ginning up interest in partnering and purchasing scores company produced. Performed all cold calling and forming of new relationships. Established previously unsuccessful relationships with Visa U.S.A., Trans Union, and eFunds. Doubled revenue projections.

Owned and operated staffing firm focused on financial services industry. Built and maintained desk. Hired, trained, and developed team of recruiters and researchers. Grew business quickly into top-ten percent (of 1,000) nationally across MRI system.