Matthew Rose Email & Phone Number
Director of Business Intelligence @ CreativeOne Wealth
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Matthew Rose Location
- Leawood, KS, US
Matthew Rose Work
- 2025 -now Director of Business Intelligence @
- 2020 -2025 Director of Business Intelligence @
- 2020 -2020 VP of Performance Reporting and Analytics @ Tortoise Capital Advisors
- 2017 -2020 Analytics Specialist @ Tortoise Capital Advisors
- 2015 -2017 Business Intelligence Analyst @ Mariner Holdings
- 2015 -2015 Business Intelligence Analyst @ Montage Investments
- 2014 -2014 Manager - Wholesale Channel Intelligence @
- 2008 -2014 Senior Strategy Analyst @
- 2006 -2008 Business Process Analyst III @ R.H. Donnelley
- 2005 -2006 Business Process Analyst @ R.H. Donnelley
- 2004 -2005 Treasury Services Product Developer @
- 1997 -2001 Senior Business Analyst @
- 1995 -1996 Client Services Representative II @ Zurich Kemper Life Insurance
Matthew Rose Education
- Washington University in St. Louis - Olin School of Business
M.B.A.
2001-2003 - Northwestern University
B.A.
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. @ Washington University in St. Louis - Olin School of Business. 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
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Overland Park, KS, US
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Operations Manager
Kansas City, MO, US
Matt Heimann
Chief Investment Officer
Kansas City, MO, US
Melissa Hunter
Operations Manager
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