Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Jake Heron is listed as Visionary, business-driven & connected leader; inspirational teambuilder; risk manager with financial acumen based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jake Heron.
Jake Heron previously worked as Assistant Complex Director / Director at Ubs Financial Services and Senior Vice President / Branch Manager at Wells Fargo Advisors. Jake Heron studied at University Of Washington, Michael G. Foster School Of Business.
I drive results. I envision win-win solutions and build teams to bring those solutions to life. My track record of exceeding sales, revenue, recruitment and retention goals for leading companies proves it.Here’s what I can do for you: Grow your business; hire the right people and develop them; deliver on your mission and vision. Build brand awareness and product visibility. Increase your marketing capabilities. Meet goals and produce profitable solutions.I have unparalleled enthusiasm for making things work and a track record of inspiring my teams to make it happen. With more than 15 years of leadership experience, I understand how to balance risk and growth for a better future.Representative wins: -Outpaced regional competitors, spearheading growth from the smallest national-firm branch in
A career timeline built from the work history available for this profile.
Florida Gulf Coast Market / Naples To Orlando
Recruited by Complex Director to build talent pool and increase sales and assets under management (AUM) for the Florida Gulf Coast Complex. Cultivated business development strategies and implemented growth initiatives for Financial Advisors (FAs). Evaluated progress; created action plans to inspire success. Organized and delivered client seminars..
St Petersburg, Florida
Managed 15 financial advisors.
Tampa, Florida
Grew the smallest national-firm presence in Tampa to the largest in six years. Selected to revitalize /manage / expand Westshore Branch. Directed, coached and mentored staff of up to 90. Led recruitment; created diversity and retention initiatives; rebuilt morale and stability. Launched two satellite offices, from concept and consensus to opening. Passed.
Clearwater, Florida / Countryside Branch
Promoted to turn around Countryside office. Restored morale and productivity by developing / mentoring team of 23 FAs and 13 support staff. Successes: -Increased net new assets by 5% while boosting revenue by 10%. -Retained 100% of staff.
Two World Trade Center, NYC
Began at Two World Trade Center, NYC (1997): Steady advancements from Bondline fixed-income liaison to retail trader and wholesaler. Promoted in 2003 to Regional Vice President in Fort Myers, FL. In 2004, moved to rapidly expanding Tampa Bay area market, increasing responsibility. Mentored / educated senior FAs; expanded visibility; increased.
Quick answers generated from the profile data available on this page.
Jake Heron is listed as Visionary, business-driven & connected leader; inspirational teambuilder; risk manager with financial acumen.
Jake Heron is based in Tampa, Florida, United States.
Jake Heron has worked for Ubs Financial Services, Wells Fargo Advisors, and Morgan Stanley.
You can use AeroLeads to view verified contact signals for Jake Heron, including work email, phone, and LinkedIn data when available.
Jake Heron studied at University Of Washington, Michael G. Foster School Of Business.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jake Heron you were looking for.
