Matthew Coleman Email & Phone Number
Principal, Head of Benefit Solutions @ NewEdge Family Office
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Matthew Coleman Location
- New York, NY, US
Matthew Coleman Work
- 2025 -now Principal, Head of Benefit Solutions @
- 2021 -2025 Principal, Head of Benefits Group @
- 2017 -2021 Partner, Heritage Benefit Solutions @
- 2017 -2021 Director, Group Medical and Property and Casualty @
- 2016 -2017 Corporate Account Manager @
- 2013 -2016 CRM Sales Executive @
- 2011 -2013 Business Development and Sales @
- 2007 -2011 Student @
- 2010 -2010 Bloomberg Law Sales Intern @
- 2009 -2009 Marketing and Finance Intern @
- 2009 -2009 Wall Street Immersion Program @
- 2008 -2008 Sponsorship Intern @
Matthew Coleman Education
- University of Michigan - Stephen M. Ross School of Business
BBA (Finance/ Marketing)
2007-2011 - University of Michigan - Stephen M. Ross School of Business
Matthew Coleman Skills
- Bloomberg
- Financial Modeling
- Financial Analysis
- Social Media
- Fixed Income
- Equities
- Valuation
- Microsoft Excel
- PowerPoint
- Analytics
- Market Research
- Business Strategy
- Investments
- Business Development
- Data Analysis
- New Business Development
- Leadership
- CRM
- Analysis
- Sales
- Strategy
- Sales Management
- Management
- Finance
- Information Technology
- Employee Benefits
- Life & Health Insurance Licenses
- Health Insurance
- Insurance Brokerage
- Employee Benefits Design
- Voluntary Employee Benefits
- Start-ups
- Research
Matthew Coleman Summary
- Matthew Coleman, based in New York, NY, US, is currently a Principal, Head of Benefit Solutions at NewEdge Family Office. Matthew Coleman brings experience from previous roles at Summit Trail Advisors, Heritage Strategies LLC and Microsoft. Matthew Coleman holds a 2007 - 2011 BBA in Finance/ Marketing @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Bloomberg, Financial Modeling, Financial Analysis, Social Media, Fixed Income and more. Matthew Coleman has 1 emails and 3 mobile phone numbers on RocketReach.
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