Director, Group Medical and Property & Casualty
In 2017, Matthew Coleman joined Heritage Strategies as the Director of the Group Medical and Property & Casualty business. He holds a Life, Accident & Health Insurance license. He will be responsible for all ancillary lines, revenue and relationships at Heritage.
Matthew Coleman graduated from the Ross School of Business at the University of Michigan in 2011 with a Bachelor in Business Administration focused on finance and marketing. Upon graduation, he launched his professional career at Bloomberg LP selling their financial software to Fortune 500 companies. In 2014 Mr. Coleman joined Microsoft, where he led an Enterprise team focused on selling into the financial services industry. In 2016, Matthew finished as the top revenue CRM seller in the country. Mr. Coleman was responsible to manage the business and strategic relationships between Microsoft and key global financial services clients while providing strategic support and guidance to drive impact to each client’s business.
Mr. Coleman is currently on the Board of the Friends of Israel Disabled Veterans Young Leaders. He resides in Greenwich Village, Manhattan with his girlfriend.