Alex Heron, CFA

Evaluator
DISC Type : Sdc

EVP, Strategic Relationships Lead at PIMCO

Calgary, Alberta, Canada

Overview

Alex Heron is an Executive Vice President at PIMCO with 29 years of investment experience, where he leads the strategic relationships team for top financial advisors across Canada. Described by colleagues as professional and experienced, he is a CFA charterholder and a graduate of Wilfrid Laurier University.

He chairs the Canadian Product Oversight Committee and is spearheading the development of PIMCOs alternatives business within the Canadian retail market.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Asset-Based Finance
He is featured as a subject matter expert on PIMCO's website, demystifying this specific evolution in private credit for investors.
Private Credit
A core focus of his role, he frequently discusses private credit and its role as the "next frontier" of alternative investments.
Canadian Alternatives
His official biography states he leads PIMCO's strategy and oversees the development of its alternatives business for the Canadian retail market.

Media Appearances

Alex has no verified media appearances

Work History

1-2023
EVP, Strategic Relationships Lead at PIMCO
1-2015
Senior Vice President Sales at PIMCO
5-2012
Vice President, National Sales, Alberta at PIMCO
7-2012
Vice President at Capital International
RVP Sales at AGF Management Limited

Education

1990 - 1995
Honours Economics from Wilfrid Laurier University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Calgary, Alberta, Canada Job Level : Leadership Designation : EVP, Strategic Relationships Lead at PIMCO
URL has been copied!

Insights For Selling To Alex

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alex is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Alex

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Alex move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Alex take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Alex

Personality Compatibility


Other PIMCO Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.