Matt Weglarz's Location
Overland Park, KS, US
Matt Weglarz's Work
- Chief Strategy Officer @ Triad Partners
- Managing Director - Advisor Solutions @ Mariner Wealth Advisors
- Director – Performance, Analytics, and Data Services @ Tortoise Capital Advisors
- Director – Index Solutions and Exchange Traded Funds @ Tortoise Capital Advisors
- Head of Trading, Associate, Vice President – Equity, FI, and Derivatives Trading @ Tortoise Capital Advisors
Matt Weglarz's Education
- University of Notre Dame - Mendoza College of Business
MBA (Finance and Financial Management Services)
- Missouri State University
B.S., Business/Finance
Matt Weglarz's Skills
- Financial Analysis
- Portfolio Management
- Investments
- Customer Service
- Risk Management
- Microsoft Office
- Finance
- Leadership
- Microsoft Excel
- Banking
Matt Weglarz's Summary
Matt Weglarz, based in Overland Park, KS, US, is currently a Chief Strategy Officer at Triad Partners, bringing experience from previous roles at Mariner Wealth Advisors and Tortoise Capital Advisors. Matt Weglarz holds a MBA in Finance and Financial Management Services @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Financial Analysis, Portfolio Management, Investments, Customer Service, Risk Management and more, Matt Weglarz contributes valuable insights to the industry. Matt Weglarz has 2 emails on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Matt Weglarz you were looking for?
Find contact details for 700 million professionals.
Others Named Matt Weglarz
-
12
-
22
-
ViewMatthew Weglarz
Senior Vice President of Investments at Wells Fargo Advisors
New York, New York, United States1 -
21
People Like Matt Weglarz
-
12
-
13
-
45+
-
22
-
12
-
ViewMary Keller
Director of Operations and Client Service at Carlson Capital Management
Excelsior, MN, US44 -
View
Jeff Casey
Digital Strategy and Corporate Development Director at Burns & McDonnell
New York, NY, US55+ -
ViewRich Dunsford
Director of Advisory Consulting - IA Principal at J.W. Cole Financial, Inc.
Florida, United States32 -
11
-
35+
-
25+
Top Triad Partners Employees
-
35
-
21
-
45
-
23
-
44
-
22
-
32
-
41
-
1
-
21
-
ViewTara Sturgeon
Director, Investment Technology and Salesforce Solutions at Triad Partners
Kansas City, MO, US2 -
45
-
22
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
