Leslie Heatherly

Relationship Manager @Dale Carnegie Training

Palatine, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2006 — Present

Relationship Manager @Dale Carnegie Training

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Business Development, Customer Relations and Seminar Presentations for an independent Certified Financial Planner who specializes in 401K Rollovers, IRA and other retirement accounts for clients 50 - 75 with minimum balances of $150K. Rey Cruz holds all financial, securities and insurance designations and licenses, including Certified Senior Advisor. He has been serving Aurora for over 28 years.

EDUCATION

N/A

Illinois State University

Bachelor of Science - BS

SKILLS

Emotional IntelligenceHigh Performance TeamsCustomer ServiceTeam BuildingSmall BusinessTraining DeliveryOrganizational DevelopmentInsuranceMbtiPersonal DevelopmentChange ManagementLeadershipManagement ConsultingWorkshop FacilitationOrganizational CulturePresentation CoachingPerformance ImprovementJob CoachingEmployee TrainingTeam LeadershipStaff DevelopmentExecutive Coaching360 FeedbackNew Business DevelopmentLeadership DevelopmentBusiness DevelopmentMarketing CommunicationsAccount ManagementCoachingPerformance ManagementCareer DevelopmentOrganizational EffectivenessManagementPerformance ConsultingExecutive DevelopmentEmployee RelationsTalent ManagementPublic SpeakingNeeds AnalysisBusiness Coaching

ABOUT LESLIE HEATHERLY

Cruz Investments & Wealth Management

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Leslie Heatherly — Relationship Manager at Dale Carnegie Training in Palatine, IL, US | Unifers