Matthew Rose Email & Phone Number
Director of Business Intelligence @ CreativeOne Wealth
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Matthew Rose Location
- Leawood, KS, US
Matthew Rose Work
- Director of Business Intelligence @ (March 2025 - Present)
- Director of Business Intelligence @ (August 2020 - March 2025)
- VP of Performance Reporting and Analytics @ Tortoise Capital Advisors (March 2020 - August 2020)
- Analytics Specialist @ Tortoise Capital Advisors (December 2017 - March 2020)
- Business Intelligence Analyst @ Mariner Holdings (August 2015 - December 2017)
- Business Intelligence Analyst @ Montage Investments (January 2015 - August 2015)
- Manager - Wholesale Channel Intelligence @ (March 2014 - December 2014)
- Senior Strategy Analyst @ (July 2008 - March 2014)
- Business Process Analyst III @ R.H. Donnelley (March 2006 - July 2008)
- Business Process Analyst @ R.H. Donnelley (March 2005 - March 2006)
- Treasury Services Product Developer @ (May 2004 - March 2005)
- Senior Business Analyst @ (January 1997 - July 2001)
- Client Services Representative II @ Zurich Kemper Life Insurance (July 1995 - December 1996)
Matthew Rose Education
- Washington University in St. Louis - Olin Business School
M.B.A. (Finance)
2001-2003 - Northwestern University
B.A. (Economics)
1991-1995
Matthew Rose Skills
- Microsoft Office
- Financial Modeling
- Data Analysis
- Microsoft Access
- Business Analysis
- Asset Management
- VBA
- Business Process
- Finance
- Process Improvement
- Chartered Financial Analyst
- Strategic Planning
- Financial Analysis
- Business Intelligence
- Strategy
- Financial Services
- Financial Planning
- Access
- Business Process Improvement
- Analytics
- Mutual Funds
- Investments
- Portfolio Management
- Risk Management
- Project Management
- Data Warehousing
- Equities
- Customer Relationship Management
- Analytical Skills
- Tableau
- Microsoft Excel
- SQL
- Microsoft SQL Server
- MySQL
- Python
- Team Building
- Data Architecture
- Talend Open Studio
- Alteryx
- Change Management
- Mentoring
- Training
Matthew Rose Summary
- Matthew Rose, based in Leawood, KS, US, is currently a Director of Business Intelligence at CreativeOne Wealth. Matthew Rose brings experience from previous roles at Prime Capital Investment Advisors, Tortoise Capital Advisors and Mariner Holdings. Matthew Rose holds a 2001 - 2003 M.B.A. in Finance @ Washington University in St. Louis - Olin Business School. With a robust skill set that includes Microsoft Office, Financial Modeling, Data Analysis, Microsoft Access, Business Analysis and more. Matthew Rose has 3 emails and 2 mobile phone numbers on RocketReach.
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Top CreativeOne Wealth Employees
Marty Pfannenstiel
President
Overland Park, KS, US
Matt Kramper
Chief Operating Officer
Kansas City, MO, US
Benjamin Avis
CreativeOne Wealth
Kansas City, MO, US
Chang Shin
Chief Compliance Officer
Overland Park, KS, US
Eric Traczyk
Compliance Manager
Overland Park, KS, US
Sonja Walker
Financial Compliance Analyst
Kansas City, MO, US
Matthew Rose
Director of Business Intelligence
Leawood, KS, US
Tanner Lawrence
Adviser Development
Kansas City, MO, US
Nicholas Meilak
Senior Advisor Services Specialist
Overland Park, KS, US
Courtney Rader
Director, Registration and Commissions
Shawnee, KS, US
Jack O'Brien
Business Development Consultant
Kansas City, MO, US
Morgan Ballew
Operations Manager
Kansas City, MO, US
Francisco Ramos
Advisor Services Specialist
Kansas City, MO, US
Micah Skebo
Financial Analyst
Kansas City, MO, US
Matt Heimann
Chief Investment Officer
Kansas City, MO, US
Kirk Artley
Compliance Specialist
Kansas City, MO, US
Melissa Hunter
Operations Manager
Kansas City, MO, US
Morgan Deshazer
Director of Programs and Relationship Management
Kansas City, MO, US
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