Christian Heffelman

Vice President at Redwood West
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Huntington Beach, California, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Google AdWords Essential Training
    Lynda.com
    Apr, 2018
    - Sep, 2024

Experience

  • Redwood West
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Vice President
      • Feb 2023 - Present

    • Senior Associate
      • Jan 2021 - Jun 2023

    • Associate
      • Sep 2019 - Jan 2021

    • Associate
      • Sep 2019 - Jan 2021

  • Balboa Bay Club
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Server
      • Jan 2017 - Jan 2020
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Intern
      • Jun 2018 - Sep 2018

      As a returning intern, I gained new responsibilities, while maintaining the old ones. This summer, I focused on phone communication with clients, and also working with advisors to learn a variety of different investment and sales strategies. If I was not on the phones or networking, I would be maintaining, updating, and managing client data. This experience greatly enhanced my communication skills, and gave me a basic background of the world of sales. As a returning intern, I gained new responsibilities, while maintaining the old ones. This summer, I focused on phone communication with clients, and also working with advisors to learn a variety of different investment and sales strategies. If I was not on the phones or networking, I would be maintaining, updating, and managing client data. This experience greatly enhanced my communication skills, and gave me a basic background of the world of sales.

    • Intern
      • Jun 2017 - Aug 2017

      My time at Morgan Stanley consisted of, but was not limited to, maintaining and organizing all client information, learning about and working on projects having to do with the market, and maintaining a constant communication with all clients and prospects via email, print, and voice call. I developed strong relationships with the financial advisors in the office, and reached out to help them in any way I could. I left with great knowledge and a passion about the market and the financial services industry. Show less

  • Sandy's
    • United States
    • Food and Beverage Retail
    • 1 - 100 Employee
    • Busser and Food runner
      • Jun 2015 - Jan 2017

Education

  • California State University, Fullerton
    Finance, General
    2016 - 2017
  • Orange Coast College
    Associate of Arts - AA, Business Administration and Management, General
    2015 - 2016
  • University of Arizona
    Business Administration and Management, General
    2014 - 2015

Community

You need to have a working account to view this content. Click here to join now