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Matt Heaney Location
Toronto, ON, CA
Matt Heaney Work
2022 -now Senior Change Management Consultant @
2020 -2021 Wealth Consultant @
2013 -2020 Business Consultant @
2011 -2013 District Vice President @ Fidelity Investments Canada
2008 -2011 District Sales Associate @
Matt Heaney Education
Fanshawe College
(Financial Services Diploma)
2002-2004
McMaster University
BA (Economics)
1999-2002
Matt Heaney Skills
Investments
Mutual Funds
Analytical Skills
Retirement Planning
Investment Strategies
Wealth Management
Asset Allocation
Strategic Financial Planning
Retirement
Pensions
Financial Advisory
Portfolio Management
Asset Management
Financial Services
Investment Advisory
Securities
CRM
Sales
Alternative Investments
Customer Relationship Management Crm
Financial Planning
ETFs
Customer Relationship Management
Matt Heaney Summary
Matt Heaney, based in Toronto, ON, CA, is currently a Senior Change Management Consultant at Sun Life. Matt Heaney brings experience from previous roles at Sun Life Financial, Fidelity Investments Canada and Fidelity Investments. Matt Heaney holds a 2002 - 2004 Fanshawe College. With a robust skill set that includes Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies and more. Matt Heaney has 2 emails and 2 mobile phone numbers on RocketReach.
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