Tom Heitz Email & Phone Number

Florida, United States

United States

• Navigating diverse routes across the United States as an OTR Tanker driver with Oakley Transport Inc., specializing in transporting a variety of food-grade products including oils, alcohol (hazmat), and juices.
• Demonstrating exceptional skill in hazardous material handling and adhering to stringent safety protocols.
• Maintained an impeccable safety record while handling hazardous materials, enhancing company reputation for safety and reliability.
• Streamlined delivery processes, contributing to increased efficiency in logistics management.

Miami/Fort Lauderdale Area

• Providing expert guidance and motivational speaking to business and corporate clients on leadership, teamwork, recruiting, retention, and utilization.
• Leveraging extensive experience in trucking and finance to offer unique insights and strategies for professional growth and business success.
• Developed and delivered numerous workshops and seminars, significantly improving client leadership skills and team dynamics.
• Authored and published content that resonates with professionals in trucking and
• finance, establishing a reputation as a thought leader in the industry.

United States

• Served as an OTR Over the Road Flex Driver at KAG Logistics, delivering hazardous chemicals across the USA.
• Adapted quickly to varying locations and needs, ensuring the highest levels of efficiency and client satisfaction.
• Demonstrated exceptional adaptability by effectively managing assignments in the most profitable areas, maximizing company revenue.
• Upheld strict safety standards while handling hazardous chemicals, contributing to KAG Logistics’ reputation for reliable and safe transportation services.

United States

• Operated as an OTR tanker driver, hauling various hazardous chemicals across the USA for Schneider.
• Focused on meticulous route planning and timely deliveries, while upholding the highest safety standards.
• Achieved a record of punctual and safe deliveries, enhancing customer satisfaction and trust in Schneider’s services.
• Consistently adhered to strict safety protocols, ensuring the safe transportation of hazardous materials and maintaining a clean safety record.

Ft Lauderdale, FL

• Led as the Director of Coaching at Advisors' Academy, focusing on enhancing the performance metrics for financial advisers.
• Developed and executed training programs to bolster their skills in client management and financial strategy implementation.
• Successfully boosted the overall performance of financial advisers through effective metric-based coaching strategies.
• Designed and implemented a quick metric lesson program that significantly improved advisers' pipeline management and goal achievement.

• Supported financial advisers and insurance agents in refining their strategies for risk management.
• Performed detailed strategy development based on values-based discovery and the practical application of various financial tools.
• Enhanced the business performance of numerous financial advisers through tailored coaching and strategic advice.
• Played a crucial role in the implementation of comprehensive risk management solutions, significantly improving client satisfaction and security.

• Worked closely with individuals and families to develop and implement values-based financial strategies.
• Leveraged a deep understanding of personal finance and the ability to coach other financial advisers in the industry.
• Successfully managed and grew a diverse client portfolio, establishing long-term financial strategies for clients.
• Recognized for exceptional client service, leading to sustained business growth and high client retention rates.

Fort Wayne, Indiana Area

• Specialized in revitalizing existing producer relationships and key accounts.
• Focused on developing and training key individuals within the company to enhance overall performance and client service standards.
• Spearheaded initiatives for re-acquisition of lost clientele, employing strategic relationship management techniques.
• Successfully re-engaged with key accounts, resulting in restored and enhanced business relationships.
• Implemented effective training programs that significantly improved team performance and business development strategies.

Studied, learned and applied new thought towards enhanced leadership.

• Responsible for conducting values-based assessments for financial advisers across the Midwest to the East Coast.
• This position allowed me to combine my finance expertise with my passion for coaching, helping financial professionals enhance their approach to financial life planning.
• Developed and delivered a comprehensive values-based assessment program, significantly improving the financial planning process for numerous advisers.
• Enhanced the financial life planning skills of advisers, contributing to their professional growth and client satisfaction.

• Introduced advisers to our company services, focusing on life insurance, long-term care, disability insurance, and annuities.
• Played a key role in business development, expanding the company's reach and establishing strong relationships with financial advisers.
• Successfully introduced and marketed the company's services to a wide network of advisers, significantly increasing the company's client base.
• Contributed to the professional development of advisers by providing them with essential tools and knowledge for risk management strategies.

Chicago, Illinois, United States

• Served as an independent trader and broker in the Eurodollar pit at the Chicago Mercantile Exchange.
• Engaged in high-pressure financial trading, leveraging market analysis and risk management skills.
• Excelled in making independent, rapid decisions in a fast-paced and volatile trading environment.
• Demonstrated exceptional trading skills, resulting in significant personal success and recognition in the financial trading community.
• Developed a keen understanding of market dynamics and risk management, which later translated into valuable insights for financial advisory roles.

Bachelor’S Degree, Business Administration

Activities and Societies: Was a member of the men's basketball team, Big Brother program.

Education record

Activities and Societies: Graduate and teleclass leader for students around the world.Graduate 2000 Teleclass Leader 2000-2002

Education record