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
- Principal, Head of Benefit Solutions @ (November 2025 - Present)
- Principal, Head of Benefits Group @ (February 2021 - November 2025)
- Partner, Heritage Benefit Solutions @ (November 2017 - February 2021)
- Director, Group Medical and Property and Casualty @ (October 2017 - February 2021)
- Corporate Account Manager @ (November 2016 - October 2017)
- CRM Sales Executive @ (October 2013 - December 2016)
- Business Development and Sales @ (July 2011 - October 2013)
- Student @ (January 2007 - January 2011)
- Bloomberg Law Sales Intern @ (June 2010 - August 2010)
- Marketing and Finance Intern @ (June 2009 - August 2009)
- Wall Street Immersion Program @ (January 2009 - January 2009)
- Sponsorship Intern @ (January 2008 - January 2008)
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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