Charles Heinzelman

About Charles Heinzelman

As a former Tax Attorney and Compliance Officer, attention to detail, a focus on the future as well as the bottom line is where I excel. Utilizing my unique skill set to enhance other business owners\' business through use of leverage, risk and tax mitigation while maintaining liquidity.Highly effective leader with a proven track record of significant achievements. Delivers through empowering individuals, infectious enthusiasm and being a focused listener. Exhibits the experience, vision and creativity to develop strategic plans for growth while maintaining current operation effectiveness. Specialties: Leadership, Strategic Planning, Customer Service, Marketing, Team Building, Business Development, Forecasting, Client Management

Experience

1. Senior Director

   FinFit Life

   May 2023 — Present · Austin, TX, US

   As a Director at FinFit Life, I lead with a mission to revolutionize how individuals approach financial health and wellness. FinFit Life is a unique organization that merges the power of life insurance with a proactive approach to physical and financial fitness. We don’t just sell insurance — we promote a lifestyle that helps people protect their future while improving their present.In my role, I am responsible for:• Driving strategic growth through leadership development and team expansion• Coaching and mentoring a nationwide team of licensed professionals• Building partnerships that align with our mission of holistic financial wellness• Promoting a culture of health, opportunity, and long-term financial successWhat sets us apart is our commitment to helping individuals live more today, while planning smarter for tomorrow. We believe wellness and wealth go hand-in-hand — and we’re changing lives with every policy.

Education

• Ohio University

  Bachelor of Arts (B.A.), Psychology/English/History

  1986 — 1990

• University of Dayton School of Law

  Juris Doctorate

  1990 — 1993

Skills

• Customer Service
• Training
• Financial Planning
• Risk Management
• Recruiting
• Waste
• Microsoft Office
• Change Management
• 401(K) Retirement Savings Plans
• Leadership Development
• Financial Analysis
• Business Development
• Wealth Management
• Marketing
• 401k
• Strategic Financial Planning
• Insurance
• Leadership
• Sales Management
• Program Management
• Investments
• Customer Relationship Management (Crm)
• Public Speaking
• Social Media
• Process Improvement
• Non-Profits
• Highly-Motivated
• Start-Ups
• Financial Modeling
• Project Management
• Management
• Team Building
• Coaching
• Business Process Improvement
• Budgeting
• Public Relations
• Recycling
• Business Strategy
• Business Planning
• Operations Management