Matthew Heitman

Sr. Client Experience Manager at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US

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Credentials

  • AWMA®
    College for Financial Planning
    Dec, 2020
    - Oct, 2024
  • CSRIC™
    College for Financial Planning
    Dec, 2020
    - Oct, 2024
  • APMA®
    College for Financial Planning
    Aug, 2019
    - Oct, 2024
  • CFA
    CFA Institute
    Sep, 2018
    - Oct, 2024
  • Individual Insurance License: Accident & Health, Life, Variable
    Ohio Department of Insurance
    Sep, 2017
    - Oct, 2024
  • CFP®
    CFP Board
    Sep, 2016
    - Oct, 2024
  • CRPS®
    College for Financial Planning
    May, 2016
    - Oct, 2024
  • CRPC®
    College for Financial Planning
    Mar, 2016
    - Oct, 2024
  • Series 66 - Uniform Combined State Law Examination
    FINRA
    Nov, 2014
    - Oct, 2024
  • Series 63 - Uniform Securities Agent State Law Examination
    FINRA
    May, 2014
    - Oct, 2024
  • Series 7 - General Securities Representative Examination
    FINRA
    Apr, 2014
    - Oct, 2024

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Sr. Client Experience Manager
      • Jul 2019 - Present

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Advisor
      • Feb 2019 - Jul 2019

  • Fifth Third Private Bank
    • Financial Services
    • 200 - 300 Employee
    • Wealth Management Advisor
      • Jul 2018 - Dec 2018

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • Jul 2017 - Jul 2018

    • Financial Representative
      • Feb 2017 - Jul 2017

    • Workplace Planning and Guidance Consultant II
      • Apr 2015 - Feb 2017

    • Workplace Planning and Guidance Consultant I
      • Jun 2014 - Apr 2015

    • Customer Service Representative
      • Sep 2013 - Jun 2014

Education

  • University of Cincinnati
    Bachelor of Arts - BA, Communication
    2009 - 2013

Community

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