Frank Heitker
Partner, Premier Planning Group
- Role
- Partner at Premier Planning Group
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Frank Heitker
Wealth is a very personal thing. It represents hard work, aspirations and goals. Our…
Experience
Partner
Jan 2001 — Present · Cincinnati, OH, US
After 11 years of experience in the Insurance and Investment industry, the next step was to become an entrepreneur. Starting the Cincinnati Office of PPG, was no small task, but undoubtedly, helped me understand more about what my Small Business clients challenges were and how I could help them even more. To this day, I experience the same business needs to grow, become profitable and analyze the best ways to create a business succession plan.
Education
Miami University
BS, Accounting
1978 — 1982
Skills
- Accounting
- Operations Management
- Asset Managment
- Finance
- Asset Management
- Customer Service
- Portfolio Management
- Mergers
- Insurance
- Finra
- Strategic Planning
- Securities
- Estate Planning
- Public Speaking
- Team Building
- Forecasting
- Investment Advisory
- Mergers & Acquisitions
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