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Matt Heard Location
Birmingham, AL, US
Matt Heard Work
Financial Advisor @ (July 2026 - Present)
Associate Advisor @ (July 2025 - Present)
Associate @ (February 2025 - July 2025)
VP of Operations @ (December 2018 - January 2025)
Director of Recruiting and Finance @ (May 2017 - December 2018)
Controller and Lead Recruiter @ (October 2014 - May 2017)
Basement Manager @ (January 2014 - October 2014)
VP of Finance @ (June 2021 - December 2024)
Director of Finance @ (May 2017 - June 2021)
Controller @ (October 2015 - May 2017)
Home Mortgage Consultant NMLSR#1080369 @ (May 2013 - January 2014)
Accounting Intern - Briarwood Fellow @ The Powell Accounting Group (September 2012 - May 2013)
Matt Heard Education
University of West Georgia
BS (Accounting and Finance)
2012
Loganville Christian Academy
High School
Matt Heard Skills
Accounting
Banking
Customer Service
Event Planning
Finance
Leadership
Leadership Development
Management
Microsoft Excel
Microsoft Office
Mortgage Lending
PowerPoint
Program Management
Public Speaking
Recruiting
Sales
Training
Strategic Planning
Muscle
Microsoft Word
Financial Analysis
Matt Heard Summary
Matt Heard, based in Birmingham, AL, US, is currently a Financial Advisor at BMSS Wesson Wealth Solutions. Matt Heard brings experience from previous roles at BMSS Wesson Wealth Solutions and FireSeeds. Matt Heard holds a BS in Accounting and Finance @ University of West Georgia. With a robust skill set that includes Accounting, Banking, Customer Service, Event Planning, Finance and more. Matt Heard has 2 emails and 2 mobile phone numbers on RocketReach.
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