Matthew O'Malley Email & Phone Number
Director @ KPMG US
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Matthew O'Malley Location
- Philadelphia, PA, US
Matthew O'Malley Work
- Founding Member @ (August 2025 - Present)
- Director @ (October 2023 - Present)
- Associate Director - Digital Adoption Platforms @ (December 2021 - October 2023)
- Senior Consultant - Digital Adoption @ (December 2019 - December 2021)
- Product Manager - Client Experience and Adoption @ (September 2015 - December 2021)
- Market Research Analyst- Advisor and Asset Mgmt Distribution @ (December 2013 - August 2015)
- Regional Client Service Supervisor @ (December 2011 - December 2013)
- Advisor Network Client Service Analyst @ (January 2011 - December 2011)
- Corporate Marketing @ (June 2009 - January 2011)
- Department Supervisor @ (March 2006 - June 2009)
- Department Head @ (March 2006 - June 2009)
- Marketing Associate @ Professional Building Services (January 2004 - December 2005)
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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