Leslie Heatherly
Relationship Manager @Dale Carnegie Training
Palatine, IL, US
EMAILS
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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