Biography

of a Purpose-Filled Life

20+ years of dynamic experience working in small, mid-size, non-profit, and Fortune 500 companies in roles that include data analyst, sales manager, board of directors member, and one of the top financial services producers.

Andrew is the son of Caribbean immigrants who worked hard to provide the American Dream to their children.  His life began in a home founded on Christian faith and blue collar work ethic in a Northern New Jersey suburb where he graduated in top 5% of his class and participated as 
■ National Honor Society, Treasurer;
■ Senior Class, Treasurer;
Cross Country, Varsity, State Championship runner
.

As an Acquisitions Analyst,  Andrew developed business administration and analytical acumen in MS Excel (formulas, macros), MS Access, SQL, Crystal Reports, and Improving reconciliation process by applying six-sigma (D.M.A.I.C.: Define, Measure, Analyze, Improve, Control) green belt training.

Upon moving to Florida, Andrew mastered the psychology of sales as a Direct Sales leader, Regional Sales Manager, Recruiter and Trainer for a mid-sized direct sales and marketing firm.

As an independent financial services provider Andrew employed an empathetic ear, analytical mind, and comprehensive approach to help hundreds of clients protect and grow their assets.

During a Prosperity Campaign sponsored by United Way Suncoast, Andrew prepared federal income tax returns for hundreds of families.

Eager to offer a broader array of financial services, Andrew worked for one of America's largest banks where he was consistently recognized as a top producer of retail bank services including Notary Public and applications: consumer lending.

Andrew is currently a Masters of Science candidate in the University of Tampa's renown Sykes School of Business.

Andrew served his local community as board member in local government organizations:
Hawks Point Community Development District.

Andrew served as committee board member in local governing non-profit organizations: Hawks Point Homeowners Association.

He continues to build his full-service investment & insurance practice (wealth, health, life, long-term care, estate, business support and more) that are tailored to each client's unique circumstances and objectives.

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"7 Habits of Highly Effective People" by Stephen Covey

Be Proactive -Take responsibility for your life and actions, and focus on what you can control rather than what you can't.
Begin with the End in Mind - Define your goals and purpose in life, and use them as a guide to make decisions and prioritize your actions.
Put First Things First - Prioritize your time and energy on the essential things in your life, and learn to say "no" to less important things.
Think Win-Win - Seek mutual benefit in all interactions and relationships, and look for solutions that benefit all parties involved.
Seek First to Understand, Then to Be Understood - Listen empathetically and seek to understand others' perspectives before expressing your own.
Synergize Work - collaboratively with others to achieve goals and create outcomes more significant than any individual could achieve alone.
Sharpen the Saw - Take time to renew and improve yourself physically, mentally, emotionally, and spiritually for continued success.

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Andrew A Heron