Heidi Wheatley Email and Phone Number
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Heidi Wheatley founded Sponsor Growth Solutions to support and guide companies seeking to raise capital within the independent broker-dealer and RIA channels. With over 20 years of experience in the financial services industry across the broker-dealer, RIA, and sponsor channels, she has successfully developed and executed sales strategies, resulting in the raising of hundreds of millions of dollars. Heidi is skilled at analyzing organizations to identify strengths and weaknesses, devising plans to address growth challenges, and implementing strategies to position alternative investment products within the independent broker-dealer and RIA channels. She excels in cultivating thriving corporate cultures, fostering long-term relationships with investors and stakeholders, and helping organizations achieve their objectives. Her prior experience includes building and leading high-performing teams, implementing capital-raising strategies for product sponsors, and enhancing the profitability of independent broker-dealers and RIAs. In 2021, she was named to the New York Real Estate Journal's Women in Commercial Real Estate for creating a distribution platform for Keystone National Properties' net leased DST offerings. Heidi holds a Bachelor of Arts in mass communications with a concentration in public relations and advertising from St. Ambrose University in Davenport, Iowa, and a Master's in Business Administration from the Keller Graduate School of Management in Atlanta.Committed to giving back to her industry and community, Heidi serves on the Conference Planning Committee for ADISA, where she collaborates with industry leaders to develop educational sessions for attendees. She was awarded "Best Session" for "Part II: To 506(b) or not to 506(b) that is the 506(c) question" held during the 2023 ADISA Annual Conference and Trade Show. She served as the 2017 Chair of ADISA's Spring Conference and is a 506(c) working committee member.Heidi is an active volunteer in her hometown of Atlanta, donating time and money to Meals on Wheels Atlanta, where she was named "2023 Volunteer of the Year", Big Brothers Big Sisters, French Bulldog Rescue Network, Girls on the Run, and Atlanta Lab Rescue.
Sponsor Growth Solutions Llc
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FounderSponsor Growth Solutions Llc May 2024 - PresentI bring extensive experience, a network of relationships, and industry expertise when working with clients to develop strategic distribution plans to drive growth and expand their market reach. With a deep understanding of the unique complexities and nuances of the alternative investment industry, I work closely with clients to build impactful distribution channels, position and market their product offerings, and enhance investor relations. My strategic insights and tailored solutions help alternative investment sponsors navigate a highly regulated industry and unlock new opportunities for raising capital and increasing assets under management. By leveraging my industry knowledge and analytical skills, I assist clients in building effective distribution structures that align with their business objectives and drive sustainable long-term success.
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Distribution StrategyKeystone National Properties, Llc May 2024 - PresentSyosset, New York, Us -
Chief Operating OfficerKeystone National Properties, Llc Apr 2022 - May 2024Syosset, New York, UsAs an accomplished Chief Operating Officer in the financial services industry, I am dedicated to driving operational excellence and strategic growth within dynamic and highly regulated environments. With a proven track record of optimizing business processes, enhancing efficiency, and ensuring compliance, I excel in leading cross-functional teams to deliver exceptional results. My expertise lies in developing and implementing innovative strategies to streamline operations, mitigate risks, and maximize profitability. I am passionate about fostering a culture of collaboration, innovation, and continuous improvement to achieve sustainable success in the ever-evolving financial services landscape.
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Managing DirectorKeystone National Properties, Llc Apr 2021 - Aug 2022Syosset, New York, Us
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Marketing & Distribution Strategy ConsultantMarketing Consulting Aug 2019 - Aug 2022
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Senior Vice President MarketingRegistered Investment Advisor (Ria) Jul 2020 - Apr 2021
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Director Of MarketingHorizon Inv. Aug 2018 - Aug 2019ResponsibilitiesDevelopment and leadership of the marketing team, development of the overall brand strategy, created and implemented customer journey, created and analyzed digital marketing strategies, managed corporate communications & public relations, developed event and conference strategies, established lead generation campaigns.AchievementsElevated the media profile of the firm’s CIO resulting in national interviews on Fox Business, TD Ameritrade Channel and Yahoo Finance.Created and automated campaign and event processes to gain scalability, control costs, generate leads and drive sales. Collaborated with senior and sales leadership to define the customer journey and craft messaging and collateral for each segment.Created compelling digital marketing strategies creating double digit growth in leads generated.Implemented an online fulfillment center for the firm’s national distribution team to control brand quality and ensure a consistent client experience.
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Executive Vice President Of MarketingPreferred Capital Securities Jun 2016 - Jul 2018ResponsibilitiesEstablished corporate marketing department, hired and trained team, developed structure and processes, developed closing campaign for $900M product offering and branded and launched two new products totalling $2B, copywriter, managed digital assets, integrated new technologies, development of sales kits and strategies and managed firms 120+ conference participation, 12+ due diligence meetings to increase ROI and decrease strain on leadership team.AchievementsExecutive team member who collaborated with key stakeholders, both on-and-off-site) in the development and execution of a national marketing campaign in support of a $2B real estate product offering capital raise.Established a formal marketing department - created a structure that supported the corporate vision and goals, developed processes, identified and crafted job descriptions and hired as needed to support the organization efficiently. Developed branding and positioning strategy for product $2B product offering launch. Reduced objections and enhanced clarity which shortened the sales process by 15%.Created email marketing and conference strategies/campaigns to generate leads and reduce the cost of customer acquisition.Took the sales team digital and revamped printed collateral to streamline data points - reducing print expenses by 25%.Trained and engaged the nationwide sales team on messaging, use of technology and assets to secure meetings and accelerate sales.Managed a $1.5M marketing budget and executed on an additional $3.5M.
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Vice President Marketing & CommunicationsKalos Financial Nov 2015 - May 2016ResponsibilitiesEstablished the firm’s marketing department, created marketing campaigns to drive recruitment inquiries, established conference processes to generate sales leads, responsible for content creation and developed digital assets and print collateral.AchievementsDeveloped and implemented a strategic and tactical communications program in support of the firm’s nationwide network of retail offices.
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Director Of MarketingSk Research, Llc Jan 2015 - Sep 2015ResponsibilitiesEstablished the firm’s marketing department - collaborating with firm owners, researchers, third-party programmers and IT - to build and launch the firm’s technology platform. Responsible for project management, coordination of resources within budget guidelines, business development to drive sales and engagement.AchievementsWorked remotely, traveling between the corporate (MD) and parent (NY) offices as necessary, while effectively managing a remote team located across the country to create a proprietary technology platform.Collaborated with senior executives to launch a campaign that drove user adoption and $1M+ in partnership dollars prior to launch.
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Chief Marketing OfficerJp Turner & Company, Llc Mar 2008 - Jan 2015Atlanta, Ga, UsResponsibilitiesEstablished the firm’s marketing department, building the processes and structure and hiring and training team members. Managed the firm’s marketing and communications strategies, including crisis communications, online reputation management and internal and client communications. Built and grew the firm’s Partnership Program, expanding programming and support for nationwide branch offices. Created and implemented national and international conferences. Supported dozens of offices in creating unique branding and marketing strategies for their business. AchievementsDeveloped a branding platform for the firm’s 200 independent retail locations located across the country.Built a sponsorship program that generated more than $1M in recurring annual revenue, while managing an annual marketing budget in excess of $1.5M.Created, implemented and managed international events for top clients - working successfully with teams in other countries to ensure an exceptional experience for the clients responsible for 60% of the firm’s annual revenue.Collaborated with senior management to position the firm’s business model from 70% to 20% transactional business; achieving the firm’s acquisition exit strategy. The firm was acquired by RCS Capital (a NYSE company) in 2014. I was promoted out of J.P. Turner to head marketing for sister company, SK Research. -
Founder & Marketing ConsultantRevitalize Marketing May 2006 - Dec 2010ResponsibilitiesDeveloped and executed B2B marketing strategies for start-ups and junior companies to accelerate sales. AchievementsBuilt a successful consulting business by collaborating with clients and exceeding expectations.
Heidi Wheatley Skills
Heidi Wheatley Education Details
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Keller Graduate School Of Management Of Devry UniversityMarketing -
St. Ambrose UniversityMass Communications
Frequently Asked Questions about Heidi Wheatley
What company does Heidi Wheatley work for?
Heidi Wheatley works for Sponsor Growth Solutions Llc
What is Heidi Wheatley's role at the current company?
Heidi Wheatley's current role is Sponsor Growth Solutions | Expanding Your Capital Raising Opportunities.
What is Heidi Wheatley's email address?
Heidi Wheatley's email address is hw****@****ial.com
What is Heidi Wheatley's direct phone number?
Heidi Wheatley's direct phone number is +177044*****
What schools did Heidi Wheatley attend?
Heidi Wheatley attended Keller Graduate School Of Management Of Devry University, St. Ambrose University.
What are some of Heidi Wheatley's interests?
Heidi Wheatley has interest in Children, Civil Rights And Social Action, Human Rights, Animal Welfare, Health.
What skills is Heidi Wheatley known for?
Heidi Wheatley has skills like Marketing, Marketing Communications, Email Marketing, Marketing Strategy, Event Management, Sales, Strategic Planning, Social Media Marketing, Leadership, Alternative Investments, Management, Corporate Communications.
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