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Education, Honors & Awards
Heather Gray is the Financial Advisor for Trent Capital Management. Her responsibilities include prospecting individuals, setting appointments and conducting financial planning meetings. Heather started by buying her first house at 24 years old, and did everything related to that purchase, research/budgeting/planning on her own. She reached her goal after a month, and discovered a passion for helping people to plan their goals. She found a mentor who brought her into the company and helped her work up from sales to financial planning. Heather attributes the key to her success to finding good mentors/people around her to ask questions too. When not working she enjoys news, cooking, and traveling.
Customer Service; Sales; Microsoft Office; Social Media; Leadership; Time Management; Management; Sales Management; Microsoft Excel; Marketing; PowerPoint; Strategic Planning; Telecommunications; Public Speaking; Event Planning; Advertising; Merchandising; Product Marketing; Sales Process; New Business Development; Account Management; Product Management
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