Brent Heflin
Capitaliz - Helping Advisors Deliver Better Outcomes for Business Owner Clients
- Role
- Vice President of Sales at Capitaliz
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brent Heflin
An experienced FinTech leader who has dedicated his career to helping professional advisors achieve their goals. An expert with proven ability in implementing practice-changing exit planning solutions that drive growth and deliver better outcomes for business owner clients.Capitaliz is the authoritative tool to identify, protect, maximize and extract the $10 trillion tied up in privately owned businesses.The Capitaliz platform enables exit planning professionals to work collaboratively with clients and stakeholders in delivering scalable business valuation, succession, and exit planning outcomes. Contact me via email at B••••@Capitaliz.com Website:
Experience
Vice President of Sales
Dec 2024 — Present
Education
West Virginia University
BA, Business Administration
2003 — 2008
Skills
- Crm
- Leadership
- Closing Deals
- Management
- B2b
- Customer Relations
- Relationship Management
- Retirement Planning
- Salesforce.com
- Sales Operations
- Customer Retention
- Customer Service
- Marketing
- Business Development
- Wealth Management
- Customer Relationship Management (Crm)
- Sales Presentations
- Deal Closure
- Lead Generation
- Sales
- Finance
- Sales Process
- Selling
- Financial Planning
- Pipeline Development
- Software Implementation
- Strategic Planning
- Investments
- Sales Force Development
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