Matthew Coleman

Matthew Coleman has a diverse work experience in various industries. Matthew is currently the Principal and Head of Benefit Solutions at Summit Trail Advisors since February 2021. Prior to that, they were a Partner at Heritage Strategies LLC from November 2017 to February 2021, where they also served as the Director of Group Medical and Property & Casualty. At Microsoft, they worked as a Corporate Account Manager from November 2016 to October 2017 and as a CRM Sales Executive from October 2013 to December 2016. Matthew also had experiences at Bloomberg L.P. as a Business Development/Sales professional from July 2011 to October 2013, as a Bloomberg Law Sales Intern at Bloomberg, and as a Marketing and Finance Intern at Brand Genuity in 2010 and 2009 respectively. Matthew received their education at the University of Michigan, Ross School of Business, where they were a student from 2007 to 2011. Matthew also participated in a Wall Street Immersion Program at Credit Suisse in 2009 and worked as a Sponsorship Intern at Major League Baseball in 2008.

Matthew Coleman attended the University of Michigan - Stephen M. Ross School of Business from 2007 to 2011, where they obtained a Bachelor of Business Administration (B.B.A.) degree with a focus on Finance/Marketing. In addition to their undergraduate education, Matthew also completed two online certifications: Microsoft-INSEAD Online Business Strategy and Financial Acumen from INSEAD Executive Education in March 2016, and Microsoft-INSEAD Online Challenging Customers through Business Model Innovation from the same institution in December 2015.