Matt Heckler

Matt Heckler has a solid work experience, starting in 2007 as a Senior Financial Analyst at The Ayco Company, L.P., a Goldman Sachs Company. Matt then moved to Goldman Sachs as a Wealth Advisor - Family Office from September 2012 to December 2014. In 2015, they became an Account Manager at The Ayco Company, L.P., and worked until June 2016. From January 2017 to August 2020, Matt was a Principal at Cerity Partners. Currently, they are serving as the Director of Corporate Executive Services at Telemus since August 2020.

Matt Heckler's education history begins in 2000 when they enrolled at the University of Michigan. Matt completed their Bachelor's Degree at this institution in 2004. Then, from 2004 to 2007, they attended Seton Hall University School of Law, where they obtained their Juris Doctor (J.D.) degree. Their focus of study at the law school was Tax Law and Business Formation.

In addition to their formal education, Matt Heckler also obtained various certifications. In 2007, they obtained the New York and New Jersey Bar certifications. In 2008, they obtained the Series 7 and Series 66 certifications from FINRA. In 2009, they obtained the Preparer Tax Identification Number (PTIN) from the IRS. Finally, in 2013, they acquired the Insurance Producer certification in Life Insurance, Accident, Health or Sickness, and Variable products, licensed by the State of New Jersey Department of Banking and Insurance. These certifications have enabled Matt Heckler to expand their expertise and professional qualifications in their field.