Constance A Heidenreich

Team Member at SEBC Leadership 21, Young Professionals Board Member at The Children's Home of Cincinnati, Ambassador at West Chester ▪ Liberty Chamber Alliance

Cincinnati Area

Marketing and Advertising

SEBC Leadership 21 since Sep 2010
Team Member
The Children's Home of Cincinnati since May 2010
Young Professionals Board Member
West Chester ÃÂÃÂÃÂ Liberty Chamber Alliance since Jan 2010
Ambassador
Harvest Financial Advisors, LLC Oct 2009 - Sep 2010
VP / Marketing Manager and Wealth Manager
Merchants Bank & Trust Jun 2008 - Oct 2009
AVP / Business Development and Wealth Relationship Manager

Project Management
Marketing
Business Development
Wealth Management
Relationship Building

2010 - West Chester ▪ Liberty Chamber Alliance Ambassador of the Quarter (Q2 2010), 2010 Harvest Financial Advisors: FIVE STAR Best in Client Satisfaction Wealth Manager Award, 2008 & 2009 Merchants Bank & Trust: FIVE STAR Best in Client Satisfaction Wealth Manager Award, 2007 Fidelity Investments: Excellence in Action Award - Ranked among top two relationship managers locally in outstanding customer interactions, strong appointment generation, business development and exhibiting leadership qualities in new hire mentoring program., 2001 & 2002 Fidelity Investments: Presidents Circle Award - Ranked among top ten representatives by acquiring over $10MM of new business, development of these assets into advisory services and retention of closed business.

THE CHILDREN'S HOME OF CINCINNATI

2010 to 2000
Young Professionals Board Member
LUXOTTICA NORTH AMERICA
Mason, OH
2010 to 2012
Project Manager
HARVEST FINANCIAL ADVISORS
West Chester, OH
2009 to 2010
Senior Relationship Manager & Project Coordinator - VP
MERCHANTS BANK
Cincinnati, OH
2008 to 2009
Senior Relationship Manager & Sales Development - AVP
FIDELITY INVESTMENTS
Blue Ash, OH
2003 to 2008
Private Wealth Relationship Manager
FIDELITY INVESTMENTS
Blue Ash, OH
1996 to 2003
Premium Services Relationship Manager

XAVIER UNIVERSITY
2009
Executive Certificate in Financial Planning
UNIVERSITY OF CINCINNATI
1994
Bachelor of Arts in Psychology; Minor in Communications

Product Launches Strategic Planning Relationship Management Business Development Marketing Communications Team Building Referral Partnerships Problem Solving