Jonathan Heath Email & Phone Number

Plano, Texas, United States

As an Investment Counselor at Fisher Investments, I oversee client relationships within the Private Client Group, managing approximately $1.2 billion in Assets Under Management (AUM). My role focuses on delivering tailored financial strategies and proactive communication, ensuring each client is well-informed and confident in pursuing their financial goals.

Plano, Texas, United States

In my role, I support a team managing approximately $2 billion in Assets Under Management (AUM), working closely with four senior investment counselors. I assist in providing clients with tailored insights into current market conditions and Fisher Investments’ long-term market forecasts. My responsibilities include facilitating clear, strategic communication to ensure clients are informed of key market developments and our forward-looking outlook to support their investment goals

109 Houston St., Fort Worth, Texas 76102

Vaquero Coffee Company, LLC began as a Retail & Wholesale coffee startup which took 18 months to become operational. The entire branding process and business initiatives were created, built, and deployed by myself in its entirety including website, hiring, training, and marketing as well as operations. We are currently Fort Worth's highest rated coffee shop across all review platforms and as of January 2020 have over 59% year-over-year growth. We have survived the duration of Covid-19 without having to utilize PPP or any other SBA sponsored loans- and as someone coming from a finance background myself, I feel this is one of the ultimate litmus tests for small businesses (especially in Food & Beverage) and its financial leadership.Strengths: Project management, marketing, team management, Excel, Quickbooks, leadership, communicationWeaknesses: Lack of capital, no prior industry knowledge, footprint Opportunities: Amazon Prime, franchising, divest/sell for gainThreats: Market saturation, continued force majeure/government shutdown/riots

United States

Madison, Wisconsin, United States

Indeavor is *the* automated solution for enterprises looking to optimize their labor and discover previously unrealized cost savings—all with “just scheduling”. We help our clients in durable and nondurable manufacturing, energy and utilities, the public sector, and other complex scheduling environments grow at scale by removing manual processes and increasing efficiencies with Indeavor Schedule and the Indeavor Engage mobile app.Does your site have manual sign up sheets, complex union rules or grievances filed often, or demand based runs that challenge your site scheduler? Talk to me - lets get Indeavor implemented and integrated with your current WFM and HCM systems to overcome these challenges and increase efficiencies across verticals for your company.

Southlake, Texas, United States

SIE, Series 7, Series 63. Problem-Solving Task Group leader and consistent leader for team meetings. Regularly worked with Core segmented customers to execute trades, handle margin rate negotiations, solution complex service needs, and assist with converting assets into TD Ameritrade as well as navigating fundamental investment strategy options via TDAmeritrade.com.

Dallas, Texas

Escape This – Dallas is an escape game business targeting Corporate Team Building & Live Action Entertainment Games. This was a barebones, $60K startup which returned profit in the 3rd month of the first year! The proprietary game designs and customer service were what lead us to the top online ratings (compared to local competitors) along with a strategic marketing campaign via Groupon. Growth and scalability were always the main concern, and manifested itself as a secondary company called Boardroom Breakout - a mobile, large scale corporate team building escape event that is capable of serving up to 900 people simultaneously. We were and they continue to be DFW's highest rated Escape Game (from 2016 to current).Strengths: Communication, project management, critical thinking, adaptive Weaknesses: Trend focused business, minority ownership stake Opportunities: Franchising, national event business managementThreats: Market saturation, lack if income diversification

76262

Beginning as a generic retail phone customer service representative, I was molded into an advanced, customer service specialist handling retail clients in the High Net Worth demographic of assets over $1M. Advanced, in-house trading and customer service classes within Fidelity helped progress my service each year over the phone, until 2011 when I was given the opportunity to relocate to Seattle, WA and work in a local investor center. The investor center in downtown Seattle is where I honed my customer service skills and became dedicated support to complex estate and tax questions as well as proprietary operations and trading software. The end result was a professionally polished subject matter expert of all things “Retail Investment” with Fidelity Investments.My transition from service representative to Help Desk was huge. It meant I was a proven subject matter expert on advanced trading (options/derivatives, bonds, stocks), in-house policy and procedure, as well as coaching mentor and team development. This role was with individual customers at or above $5,000,000 in assets with Fidelity Investments. After my time on Help Desk, I was given an opportunity to transition to become a Retail Facilitator for Beginning & Advanced Trading courses such as the Series 7 exam,mutual fund trading, up to options/derivative trading. I worked closely with the National L&D employees to develop supplemental course material as well lesson plans, training aids, and team building exercises for advanced learning objectives and systems. Beyond my capacity to teach was a different side of Fidelity I had not experienced and chose to transition to after a time in Facilitation, which was Institutional Wealth Services. Here, I became a service advisor to third-party companies whom used Fidelity Investments as their CRM and Trading Platform, as well as legal and policy & procedure.

Education record

Activities and Societies: Phi Delta Theta

Associate Of Arts And Sciences - Aas, Mortgage Banking