Matthew Heatley's Location
Leawood, Kansas, United States
Matthew Heatley's Work
- Financial Planner @ Creative Planning
- Senior Investment Manager - Team Manager @ Creative Planning
- Investment Manager @ Creative Planning
- Senior Client Services Representative @ Waddell & Reed
Matthew Heatley's Education
- University of Missouri - Columbia
Bachelor of Arts (Media Studies, Communication)
2012 - 2015 - Southeast Missouri State University
(General Studies)
2011 - 2012
Matthew Heatley's Skills
- Interpersonal Communication
- Customer Service
- Technical Skillset
- Planning
- Promotions
- Summary Reports
- Relationship Management
- Conflict Management
- Social Media
- Up Selling
Matthew Heatley's Summary
Matthew Heatley, based in Leawood, Kansas, United States, is currently a Financial Planner at Creative Planning Inc., bringing experience from previous roles at Creative Planning Inc. and Waddell & Reed. Matthew Heatley holds a 2012 - 2015 Bachelor of Arts in Media Studies, Communication @ University of Missouri - Columbia. With a robust skill set that includes Interpersonal Communication, Customer Service, Technical Skillset, Planning, Promotions and more, Matthew Heatley contributes valuable insights to the industry. Matthew Heatley has 2 emails on RocketReach.
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Laura McKnight
Director of Practice Development at Creative Planning
Leawood, Kansas, United States5+2 -
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