About

Andrew A Heron integrates personal life experiences, business principles, and professional expertise to define, scope, and implement solutions aimed at helping clients achieve desired outcomes, including increased productivity & profitability.

Experience

Andrew Heron

Work experience
  • Have you ever felt like Dr. Victor Frankenstein "trapped" in a Successful Business Frankenstein Monster of your own creation?
  • If yes, then you will gain much insight froma comprehensive qualitative & quantitative Survey can accomplish the following:
  • ■ Identify pain points in value chain.
  • ■ Design & Execute business development Strategic Marketing Plan.
  • ■ Improve sales outcomes:
  • ■ Promote your brand on marketing platforms.
  • ■ Generate leads, prospect, present, and close.
  • ■ Write sales scripts.
  • ■ Recruit & train.
  • ■ Nurture relationships in growing network by clearly stating value proposition.
  • ■ Negotiate and draft contracts pricing and terms
  • ■ Track business activities in Client Relationship Management (CRM) system; &
  • ■ integrated accounting software.
  • ■ Design & Implement Standard Operating Procedures (SOP).
  • ■ Structure your business for next stage.
  • ■ Capitalize on tax credits for employer-sponsored executive and employee compensation packages to Retain key employees.
  • ■ and more.
  • #ReSearch > #AnalyZE = Intelligence >
  • [ #DFAIC ] ♤ #Agency = #Improve > #Control

Andrew Heron

Work experience
  • ■ Research economic and securities market data.
  • ■ Analyze investment securities (i.e., mutual funds: stock, bonds, alternative assets, real estate, commodities, sectors, market cap, etc,).
  • ■ Customize financial plans with respect to clients' investment objectives, risk tolerance, and time horizon.
  • ■ Present and close financial services proposal to clients and prospects.
  • ■ Manage a mult-million-dollar book of hundreds of active brokerage and advisory clients.

Andrew Heron

Work experience
  • ■ Asses clients' circumstances, concerns, and objectives.
  • ■ Customize financial solutions to help clients protect and grow wealth.

Andrew Heron

Work experience
  • Financial Services Representative at   TD Bank
  • ■ Consistently met or exceed sales revenue goals by positioning customers for financial products based upon customers' needs, originating and closing applications for annuities, life insurance, deposit accounts, credit cards, personal lending and home equity lending.
  • ■ Increased store money out production fourfold.
  • ■ Collaborated with TD affiliates: TD Ameritrade, TD Private Wealth, Mortgage Loan Originators, Merchant Services, Commercial Lending, and Treasury Management
  • ■ Lead, Educate, Coach and Support branch team activities of unit, assigning, prioritizing and monitoring work.
  • ■ Participated in TD Bank Employeed Volunteer Program that donated $500 to Tabernacle of Hope UPCI 501(c)3.
  • ■ Earned 2014 WOW Star Award for revenue production.
  • ■ Notary Public
  • ■ Volunteered to support community enrichment initiatives: financial education, urban tree planting, off-site branding events

Andrew Heron

Education
  • ■ Apprised comprehensive laws of human behavior, social interactions, and evolution of the corporation.
  • ■ Developed and conducted social scientific survey questionnaires as part of a market research senior thesis.
  • ■ Competed & dunked in intramural basketball games.
  • ■ Contributed to Shepherd Consortium on Poverty Studies.
  • https://www.shepherdconsortium.org/post/poverty-studies-purpose-inspiration-and-vocation

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