Phil Heyer

Phil Heyer is a Senior Solutions Engineer at Salesforce, specializing in CRM and AI for Wealth and Asset Management. They previously held roles at Lazard Asset Management as an Alternative Investments Sales/IR Associate and at Neuberger Berman as an Internal Retirement/RIA Sales Associate. Phil has also served as the President of the Miami University Alumni Association of New York and worked as a Hedge Fund Investment Analyst at Atrato Advisors LLC. They hold a Master's degree in Business Analytics from the University of Denver and a Bachelor's degree in Economics from Miami University.