Michael Heavey Email & Phone Number
National Sales Manager @ Potomac
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Michael Heavey Location
- United States
Michael Heavey Work
- National Sales Manager @ (October 2025 - Present)
- RVP Business Development West @ (February 2025 - June 2025)
- Director - Institutional Sales and Consulting and National Accounts @ (July 2022 - December 2024)
- SVP Head of Distribution and Sales @ (October 2019 - July 2022)
- Eastern Divisional Sales Manager @ (January 2017 - February 2020)
- VP Distibution - Head of National Accounts @ (January 2016 - July 2022)
Michael Heavey Education
- Investment Banking Institute 2013-2013
- Northeastern University
Bachelor’s Degree (Accounting and Finance)
Michael Heavey Skills
- Leadership
- Financial Modeling
- Mutual Funds
- Securities
- Financial Analysis
- Product Management
- Series 65
- Fixed Income
- Financial Services
- Finance
- Key Account Development
- Equities
- Sales
- Portfolio Management
- Sales Presentations
- Series 63
- Separately Managed Accounts
- Financial Planning
- Asset Allocation
- Marketing
- Strategic Planning
- Financial Advisory
- Sales Management
- Asset Management
- Information Technology
- Separately Managed
- Alternative Investments
- Business Development
- Valuation
- Investments
- Investment Management
- Investment Strategies
- Investment Advisory
- Wealth Management
- Series 7
- Management
- 401k
- Retirement Planning
- Sales Process
Michael Heavey Summary
- Michael Heavey, based in United States, is currently a National Sales Manager at Potomac. Michael Heavey brings experience from previous roles at Cambridge Investment Research, Inc., AssetMark and Flexible Plan Investments, Ltd.. Michael Heavey holds a 2013 - 2013 Investment Banking Institute. With a robust skill set that includes Leadership, Financial Modeling, Mutual Funds, Securities, Financial Analysis and more. Michael Heavey has 2 emails and 1 mobile phone numbers on RocketReach.
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