Matthew Heeter Email & Phone Number
Financial Advisor @ Synergy Wealth Strategies
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Matthew Heeter Location
- New York, NY, US
Matthew Heeter Work
- Financial Advisor @ (June 2018 - Present)
- Intern @ (May 2017 - August 2017)
- Golf Course Assistant @ Baiting hollow golf club (October 2012 - August 2016)
Matthew Heeter Education
- The American College of Financial Services
CFP Certification (Financial Planning and Services)
2020-2021 - Salve Regina University
Bachelor’s Degree GPA:3.7/4.0 (Finance and Financial Management Services)
2014-2018
Matthew Heeter Skills
- Customer Relationship Management (CRM)
- Customer Service
- Equities
- Financial Analysis
- Financial Market Research
- Financial Markets
- Leadership
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Payroll
- Personal Financial Planning
- Portfolio Performance Analysis
- QuickBooks
- Sales
- Teamwork
- Time Management
- Trend Analysis
Matthew Heeter Summary
- Matthew Heeter, based in New York, NY, US, is currently a Financial Advisor at Synergy Wealth Strategies. Matthew Heeter brings experience from previous roles at Synergy Wealth Strategies and Baiting hollow golf club. Matthew Heeter holds a 2020 - 2021 CFP Certification in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Customer Relationship Management (CRM), Customer Service, Equities, Financial Analysis, Financial Market Research and more. Matthew Heeter has 3 mobile phone numbers on RocketReach.
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