Marc Heathcock

Experience

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  Morchower Luxton & Whaley Law Offices

  Jun 2011 - Aug 2012

  Executive Administrative Assistant

  Scheduled and coordinated meetings, appointments, and travel arrangements for Michael Morchower.Primary point of contact with clients, witnesses, district attorneys, and other professionals.Observed and assisted with a plethora of legal consultations and federal court cases.

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  The Coca-Cola Company

  Feb 2013 - Jun 2013

  Financial Analyst

  Coca-Cola may be one of the world’s most familiar companies, but it is more than just abeverages company. From sports drinks, to enhanced waters, to ready-to-drink coffees, toprotein-packed dairy beverages, Coca Cola offers something for everyone. All tastes, alllifestyles, all occasions, and all times of day. For me, Coca Cola was an opportunity to developas a leader, work collaboratively with people across the world and build a strong businessacumen. I was first introduced to product development, value analysis and design creationwhich was monumental in building my first company.As a Financial Analyst I conducted market research and provided financial consulting withinvarious market segments. I excelled at collecting best practices across industries and countries,and leveraging that knowledge to provide guidance on new and existing markets. During mytime at Coca Cola I was responsible for and achieved the following:•Performed statistical analysis on consumer habits and quarterly sales in Southern Chinato deliver in the moment insight and value on where funds should be allocated to•Accurately predicted the jump in sales for 2litter Coca Cola containers with only a 3%margin of variance•Orchestrated indoor event and designed the marketing material of the 2013 SpriteBasketball three vs. three qualifying tournament in Shanghai•Gained industry exposure and relationship building skills through working with industryexperts, Relationship Managers and clients.•Data analysis for the beverage industry including: budgeting, profit & loss analysis andportfolio burn rate analysis.•Developed and maintained detailed earnings models in covered regions Show less

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  Entrée Runner

  May 2014 - Aug 2015

  Owner

  Before UberEats there was Enrtrée Runner, A food delivery service for restaurants that did not deliver. I partnered with Princeton New Jersey's Favorite restaurants, bakeries, and pizza places and offered their food delivered. Check out our old insta https://www.instagram.com/entreerunner/

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  Wells Fargo

  Oct 2014 - Oct 2015

  Senior Personal Banker

  Provided a wide range of financial services including: budget planning, document preparation, account servicing/maintenance, problem resolution, debt consolidation, retirement plans, traditional and roth IRA’s, CD's, account reconciliation, home equity lines, personal loans, auto loans, wire transfers, new accounts, credit cards, lines of credit, and loan refinance• My day to day activities include: helping clients with their personal finances, canvassing for new clients and small businesses, making 40 to 50 out bound calls daily, leaving the office at least once a week to meet up with potential clients and small businesses • My sales goals across all metrics (which include, products sold, daily profit, referrals made, investments, and new money retention) were consistently over 140%• A leader in small business and affluent client acquisition• Averaged over 400k monthly in new money invested with Wells Fargo Advisors• Worked directly with Wells Fargo’s other 83 lines of business throughout the company• Consistently top 25 Wells Fargo banker in sales for the North East region Show less

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  Merrill Lynch

  Dec 2015 - Nov 2016

  Team Financial Advisor

  As a Team Financial Advisor I worked alongside a Senior Wealth Management team inConnecticut, helping high net-worth families and businesses grow their wealth and achieve their goals. My role included but was not limited to the following:• Executed fundamental analysis by focusing on a Top Down strategy with an initialemphasis on the market conditions and the industry as a whole, followed by an analysisof the business’s personal track record and quarterly reports before making aninvestment•Acquired clients, enhanced current personal relationships, provided tailored solutions formy clients and built a successful wealth management practice•Interpreted historical stock price and volume through technical analysis in order topredict future price movement•As a member of the team the information and research I provided helped shape thedirection of investments•Worked closely with a Senior Financial Advisor to further enhance and develop thecritical skills and knowledge necessary for working in the wealth management industry•Prepared portfolio analyses and financial planning reports for client presentations. •Pitched existing clients about new mortgages and refinancing options.•Collaborated on team initiatives to enhance business development and createsuccessful marketing strategies.•Managed advisor team’s correspondence with clients, organized office essentials, andhandled expense reports Show less

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  Clean Sailing

  May 2016 - Dec 2020

  Founder and CEO

  I founded Clean Sailing in the summer of 2016 after recognizing a gap in the market. My experience as a financial advisor and relationship manager allowed me to understand what it takes to build a book business and develop strong personal relationships with clients. As an owner I take on leadership responsibilities of 10+ employees running marketing campaigns, building the brand, payroll, finances, and setting up best practices for my team to ensure sustainable growth through reliable and consistent services. •Owner and operator of largest boat cleaning and detailing service in Connecticut•Manage account relationships, contract negotiations, sales, pricing, billing, and logistics •Train. mentor and manage 15+ employees while working with staffing agencies to bring on diverse and qualified talent •Manage and organize business operations via Salesforce.com•Delivered 100+ sales presentations for prospective B2B businesses with public marinas and yacht clubs•Develop client proposals and presentations for stake holders•Develop and implement marketing and sales plans and defined strategy for the next 5 years•Spearhead all branding across web and distributed platforms resulting in an increase in our open rate for customer online campaigns by 28% in 2018•Responsible for all aspects of the company’s financials; including accounting, auditing, payroll, customer invoicing•Perform market research on competitive landscape to forecast future trends and orient strategies to capture new business •Seasonal profits of over $ 100,000 in under 6 months•Leverage data and analytical skills to determine and exceed revenue targets to ensure Clean Sailing maintains business operations and grows year over year Show less

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  JPMorgan Chase & Co.

  Nov 2016 - Dec 2017

  Relationship Banker

  As a Relationship Banker at J.P.Morgan I managed and grew a book of business of over 100 clients, and grew a book of business of 5 million dollars to 20 million in 6 months. I worked in a financial planner capacity, in charge of my clients personal, business and over all wealth management strategies. •Met with current and potential clients in person and over the phone in order to build lasting relationships, discover financial needs and tailor product and service •Orchestrated the closure of business with an accurate understanding of prospect needs and specialized solutions.•Partnered with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs. •Worked closely with clients to manage all their financial needs at the bank, handled personal banking, small business banking, loans and mortgages, investments, and trust accounts for customers•Designed customized wealth management strategies and portfolio allocation for young families, business owners, and pre retirees•Created financial planning for both short and long term investments •Prepared and interpreted for clients information such as investment performance reports, financial document summaries, and income projections•Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning•Conduct seminars and workshops on financial planning topics such as retirement planning, estate planning, and the evaluation of severance packages•Review clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment Show less

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  RVA Sanitation

  Mar 2020 - Jan 2022

  Owner

  We focus on the use of ionized foggers to target and kill the Covid virus after recent infections.

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  YoungPa Trucking

  Dec 2020 - now

  Chief Executive Officer

  Family owned and operated trucking company

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  East Coast Lumpers

  Nov 2021 - now

  Chief Executive Officer

  We provide Wearhouse Staffing and Solutions to expedite your supply chain