Tom Heaton
Banking, Fintech, Insurance
Columbus,OH
Summary
Results-driven leader known for delivering meaningful outcomes and fostering a positive team culture. Accomplished business owner of go-to-market strategy, sales management, digital payments, business process outsourcing, product management and development, process optimization and driving team performance.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director, Payment Advisory Services
Deluxe Corporation
04.2021 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth
- Annual team achievement of $5M – $25M+ TCV sales performance contribution
- Executed strategic engagements requiring industry expertise, analytic insights, digital payments intelligence and go-to-market
- Effective budget management, optimal use of resources, and sustaining financial stability
- Engagement manager guiding bank leaders in new product launch and sales enablement
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
Managing Partner
TrueCore Advisors, LLC
08.2017 - 04.2022
- Founded consulting firm advising banks, fintechs, and healthcare leaders on go-to-market strategies and sales enablement
- Delivered programs driving customer acquisition, revenue growth, and optimal sales performance
- Secured and executed engagements for banks with $75B–$250B+ in assets, achieving 60%+ ROI for clients
- Expanded firm’s consulting capacity by 150 professionals through strategic alliances
SVP, Healthcare Banking
Huntington National Bank
06.2015 - 07.2017
- Led sales team growth, revenue retention, and expansion for healthcare banking
- Grew dedicated healthcare banking team from 5 to 45 employees over five years
- Achieved 20%–30% annual revenue growth and expanded healthcare client base from 1,200 to 3,000+
- Drove $4B loan growth and $6.4B deposit increase, boosting bank fee income from $18M to $30.4M
- Completed Huntington National Bank’s Commercial Banking Credit Training Program
SVP, Treasury Management
Huntington National Bank
08.2010 - 10.2014
- Built and led treasury management and e-commerce solutions across healthcare, insurance, retail, and government sectors
- Managed a team of product managers and sales advisors to execute industry-specific go-to-market plans
- Spearheaded a bank-wide healthcare business, driving exponential growth in clients and deposits
Sales VP, Insurance & Healthcare
Marsh & McLennan Companies
07.2007 - 08.2010
- Led sales, market management, and product development for Business Process Outsourcing (BPO) services
- Achieved 20%+ year-over-year revenue growth
- Developed an insurance-tech partnership to launch a new BPO market solution integrating health plans and healthcare savings accounts
Education
Bachelor of Science - Commerce, Major: Marketing
DePaul University, College of Commerce
No Degree - E-Business Executive Learning Certificate Program
University of Virginia, Darden School of Business
06-2000
No Degree - Executive Course, Strategic AI Certificate Program
Ashland University
Ashland, OH10-2024
Skills
- Revenue generation
- Decision-making
- Coaching and mentoring
- Strategic leadership
- Critical thinking
- Negotiation
- People management
- Problem Solving
- Adaptability
- Communication and Teamwork
Certification
- Strategic AI Advisory Board Member, Ashland University, 2023-2024
- Certified Cash Manager, Association for Financial Professionals (AFP)
- Member & Speaker, AFP, Healthcare Financial Management Association (HFMA), Sales Management Association
- Past Member, American College of Healthcare Executives (ACHE), International Association of Outsourcing Professionals
- National Conference Speaker, Insurance Accounting & Systems Association (IASA)
Additional Leadership And Community Engagement
- Strategic AI Continuing Education Course, Program Certificate of Completion
- Certified in Challenger Sales Model, Miller Heiman Strategic Selling, Crawford International Sales Training
- Board Vice-Chairman, Catholic Sports, 2017-2018
- Advisory Board Member, BEI Global (Logistics & Supply Chain Management)
- Volunteer, Pelotonia – Bike Ride for Cancer Research, The Ohio State University - James Cancer Hospital
Timeline
Director, Payment Advisory Services
Deluxe Corporation
04.2021 - Current
Managing Partner
TrueCore Advisors, LLC
08.2017 - 04.2022
SVP, Healthcare Banking
Huntington National Bank
06.2015 - 07.2017
SVP, Treasury Management
Huntington National Bank
08.2010 - 10.2014
Sales VP, Insurance & Healthcare
Marsh & McLennan Companies
07.2007 - 08.2010
Bachelor of Science - Commerce, Major: Marketing
DePaul University, College of Commerce
No Degree - E-Business Executive Learning Certificate Program
University of Virginia, Darden School of Business
No Degree - Executive Course, Strategic AI Certificate Program
Ashland University
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