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
Senior Managing Director, Advisor Solutions National Sales
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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