Heather Harrison

Heather Harrison

Wisconsin Wine & Beer Tours

Greater Milwaukee Area
Food & Beverages

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Heather Harrison's Overview

  • Sales- part time at Pastiche Wines
  • Underwriting Procurement at Wisconsin Foodie
  • Account Executive at Matrix Direct

277 connections


Heather Harrison's Summary

Wisconsin Wine and Beer tours is my side business and passion of taking groups on wine, beer and cheese tours throughout Wisconsin. We visit wineries, breweries, cheese production facilities, wine & cheese outlets, and make a fun experience of tasting and learning about Wisconsin products.

Working as an underwriting manager with Wisconsin Foodie, a show on PBS that highlights the best WI has to offer by way of food and beverages and the talented people who create them. Gaining financial support from businesses to help fund production of Wisconsin Foodie.

Part time client associate at RBC Wealth Management in Mequon with extremely knowledgable financial advisors.

Heather Harrison's Experience


Wisconsin Wine & Beer Tours

April 2012Present (2 years 6 months) Greater Milwaukee Area

Taking groups of people to regional wineries and breweries. Welcoming for individuals, small groups, and large groups (bridal parties, birthday parties, reunions, corporate outings, anniversaries, and any other reason you can think of to celebrate or have fun) to visit wineries and breweries with our public or private tours.
Wisconsin Wine & Beer Tours provides comfortable and safe transportation to each destination, food, beverages, education, and a memorable fun experience.

Client Associate

RBC Wealth Management

Public Company; 10,001+ employees; RY; Financial Services industry

March 2014Present (7 months) Mequon, WI

Sales- part time

Pastiche Wines

September 2012August 2014 (2 years) Bay View, WI

A cozy and welcoming wine shop above the Pastiche Bistro where you'll find an exceptional selection of wine. Each week also highlights four wines for tasting by the glass. There are monthly tastings and classes to expand and broaden your wine knowledge.

Underwriting Procurement

Wisconsin Foodie

Sole Proprietorship; Myself Only; Food & Beverages industry

May 2012July 2014 (2 years 3 months) Greater Milwaukee Area

Actively sought businesses to help fund the production of Wisconsin Foodie for PBS programming.

Account Executive

Matrix Direct

Privately Held; 201-500 employees; Insurance industry

April 2007May 2012 (5 years 2 months) Whitefish Bay, WI

Selling term life insurance to consumers all over the US

Performance Manager

Zurich Life

Public Company; 10,001+ employees; Insurance industry

March 1998November 2006 (8 years 9 months)

Sold life insurance, annuities, and other financial products to the direct market over the phone to clients throughout the U.S. Built rapport with customers, analyzed insurance needs and followed up to close the sale. Collected all information and data to fulfill the underwriting requirements. Participated in hiring and training new account executives. Acted as a liaison between account executives and underwriters to expedite decisions.
* Resold life insurance policies that underwriters approved at higher rates to increase profitability. Through underwriting knowledge and selling techniques, I doubled the number of higher rated policies going inforce.
* Motivated teams to increase sales to win quarterly and monthly incentives.
* Increased annualized insurance premiums for my team by 35%
*Mentored account executives to utilize leads, quote accurately, and learn the process of our direct sales unit.
*Streamlined the sales process through the transition phase during the company’s acquisition to increase

Heather Harrison's Skills & Expertise

  1. Wine
  2. Wineries
  3. Sales Management
  4. Marketing Strategy
  5. Promotions
  6. Selling
  7. Sales
  8. Food
  9. Wine Tasting

Heather Harrison's Education

Indiana University Bloomington

Bachelor of Arts (BA), Telecommunications

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