Jean Heath

Senior Managing Director, Advisor Solutions National Sales

Role
Senior Managing Director, Advisor Solutions National Sales at Clearstead Advisory Solutions
Location
Morristown, NJ, US
LinkedIn followers
500 followers

About Jean Heath

Senior Financial Services Professional with diverse experiences within managed account and advisory business. More than 25 years of demonstrated leadership experience in key account management, consultative sales, strategic marketing, branding, channel development, and a dynamic presenter. Ability to develop a team approach while fostering an environment of autonomy, and support professional development. A strong female leader with a commitment to develop the next generation of female leaders. Disclosure: http://goo.gl/cfUato

Experience

  1. Senior Managing Director, Advisor Solutions National Sales

    Clearstead Advisory Solutions

    Oct 2024 — Present · Cleveland, OH, US

    Responsible for leading marketing and sales efforts for the Advisor Solutions offering within Clearstead Advisor Solutions.

Education

  • New York University

    Master of Science - MS, Executive Coaching and Organizational Consulting

  • New Jersey City University

    Bachelor of Arts (B.A.), English Language and Literature, General

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Jean Heath — Senior Managing Director, Advisor Solutions National Sales at Clearstead Advisory Solutions in Morristown, NJ, US | Unifers