Matthew O'Malley Email & Phone Number
Director @ KPMG US
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Matthew O'Malley Location
- Philadelphia, PA, US
Matthew O'Malley Work
- 2025 -now Founding Member @
- 2023 -now Director @
- 2021 -2023 Associate Director - Digital Adoption Platforms @
- 2019 -2021 Senior Consultant - Digital Adoption @
- 2015 -2021 Product Manager - Client Experience and Adoption @
- 2013 -2015 Market Research Analyst- Advisor and Asset Mgmt Distribution @
- 2011 -2013 Regional Client Service Supervisor @
- 2011 -2011 Advisor Network Client Service Analyst @
- 2009 -2011 Corporate Marketing @
- 2006 -2009 Department Supervisor @
- 2006 -2009 Department Head @
- 2004 -2005 Marketing Associate @ Professional Building Services
Matthew O'Malley Education
- Susquehanna University
(Business)
- Albright College
B.S. (Business Administration)
Matthew O'Malley Skills
- Training Course Development
- Market Research
- Wealth Management
- SEI Trust 3000
- JIRA
- Camtasia
- Walkme
- Product Adoption
- User Adoption
- User Research
- User Experience
- CX
- Client Education
- Financial Services
- Leadership
- Management
- Microsoft Excel
- Finance
- Investments
- Customer Service
- Strategic Planning
- Asset Management
- Change Management
- Business Analysis
- Employee Training
- Mutual Funds
- Marketing
- Merchandising
- Team Building
- Risk Management
- Retail
- Process Improvement
- Sales
- Portfolio Management
- Store Management
- Customer Relations
- Microsoft Office
- Microsoft Word
- Real Estate
- Research
- Marketing Strategy
- Services
Matthew O'Malley Summary
- Matthew O'Malley, based in Philadelphia, PA, US, is currently a Director at KPMG US. Matthew O'Malley brings experience from previous roles at Digital Adoption Advisor Council, KPMG US, Lincoln Financial Group and SEI. Matthew O'Malley holds a Susquehanna University. With a robust skill set that includes Training Course Development, Market Research, Wealth Management, SEI Trust 3000, JIRA and more. Matthew O'Malley has 2 emails on RocketReach.
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