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Client focused financial services professional with experience supporting ACAT and Non-ACAT brokerage transfers in a regulated environment. Brings strong communication, attention to detail, and bilingual fluency in English and Spanish, backed by several years of team leadership and customer service experience.

Experienced insurance broker with expertise in territory management and driving sales growth through strategic planning and client engagement. Demonstrated ability to cultivate strong client relationships and deliver impactful sales presentations. Proficient in identifying client needs and customizing insurance solutions to meet their unique requirements. Committed to delivering exceptional customer service and ensuring client satisfaction.

Dynamic logistics professional with a proven track record at SEVEN FIVE LOGISTICS, excelling in freight management and contract negotiations. Skilled in optimizing operations and enhancing team productivity, I leverage strong analytical abilities and effective communication to drive business growth and improve client satisfaction.

Dynamic Senior Carrier Sales Operations Manager with a proven track record at STG Logistics, driving $11M in individual sales and expanding carrier partnerships from 20 to over 100. Expert in carrier optimization and team leadership, delivering exceptional on-time delivery rates while fostering strategic growth and operational excellence.

Beau Heuertz

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Financial Services Representative

Client Service & Support Apprentice

Wealth Management Intern

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Bachelor of Science - Business Administration; Concentration in Finance

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Financial Services Representative

Client Service & Support Apprentice

Wealth Management Intern

Bachelor of Science - Business Administration; Concentration in Finance

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