Julian Heron
CEO | Chief Investment Officer at Credentialed Wealth Advisors
- Role
- CEO Chief Investment Officer at Credentialed Wealth Advisors
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
Experience
CEO Chief Investment Officer
Mar 2021 — Present · Colorado Springs, CO, US
Education
School of Visual Arts
Advertising\ Graphic design- Photography
Skills
- Asset Protection Strategies
- Strategic Planning
- Fundraising
- Education Savings
- Training
- New Business Development
- Insurance
- Estate and Trust Services
- 529 Plans
- Profit Sharing Plans
- Forecasting
- Recruiting
- Account Management
- Change Management
- Branding & Identity
- Public Relations
- Staff Development
- Business Strategy
- Cash Balance Pensions
- Vendor Management
- Traditional Ira
- Event Management
- Estate Considerations
- Product Launch
- Municipal Bonds
- Non-Qualified Deffered Compensation
- Sales Management
- Sales
- Exchange Traded Funds
- 401k
- Asset Allocation Strategies
- Operations Management
- Annuities
- Event Planning
- Investor Education Programs
- Program Development
- Bonds
- Leadership
- Mentoring
- Marketing
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