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@kalosfinancial.com
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2 phones found area 770
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Heidi Wheatley is listed as Sponsor Growth Solutions | Expanding Your Capital Raising Opportunities at Sponsor Growth Solutions LLC, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at kalosfinancial.com, phone signal with area code 770, and a matched LinkedIn profile for Heidi Wheatley.
Heidi Wheatley previously worked as Founder at Sponsor Growth Solutions Llc and Distribution Strategy at Keystone National Properties, Llc. Heidi Wheatley holds Mba, Marketing from Keller Graduate School Of Management Of Devry University.
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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.
Listed skills include Marketing, Marketing Communications, Email Marketing, Marketing Strategy, and 38 others.
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I 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.
Syosset, New York, US
As 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.
ResponsibilitiesDevelopment 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.
ResponsibilitiesEstablished 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+.
ResponsibilitiesEstablished 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.
ResponsibilitiesEstablished 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.
Atlanta, GA, US
ResponsibilitiesEstablished 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.
ResponsibilitiesDeveloped 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.
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Heidi Wheatley works for Sponsor Growth Solutions LLC.
Heidi Wheatley is listed as Sponsor Growth Solutions | Expanding Your Capital Raising Opportunities at Sponsor Growth Solutions LLC.
AeroLeads has found 1 work email signal at @kalosfinancial.com for Heidi Wheatley at Sponsor Growth Solutions LLC.
AeroLeads has found 2 phone signal(s) with area code 770 for Heidi Wheatley at Sponsor Growth Solutions LLC.
Heidi Wheatley is based in Atlanta, Georgia, United States while working with Sponsor Growth Solutions LLC.
Heidi Wheatley has worked for Sponsor Growth Solutions Llc, Keystone National Properties, Llc, Marketing Consulting, Registered Investment Advisor (Ria), and Horizon Inv..
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Heidi Wheatley holds Mba, Marketing from Keller Graduate School Of Management Of Devry University.
Heidi Wheatley is listed with skills including Marketing, Marketing Communications, Email Marketing, Marketing Strategy, Event Management, Sales, Strategic Planning, and Social Media Marketing.
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