Matthew Schlueter Email & Phone Number
Chief Product and Operations Officer @ Osaic
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Matthew Schlueter Location
- Peachtree Corners, GA, US
Matthew Schlueter Work
- Chief Product and Operations Officer @ Osaic (July 2026 - Present)
- EVP, Operations and Technology Solutions @ Osaic (February 2025 - Present)
- EVP, Products and Platforms @ Osaic (November 1997 - February 2025)
- President, Products and Platforms @ (March 2020 - February 2025)
- EVP and President, Wealth Management Solutions @ (May 2017 - March 2020)
- Chief Operating Officer @ (April 2015 - March 2020)
- Chief Administrative Officer @ (March 2014 - April 2015)
- EVP - Strategy and Advisor Experience @ (May 2012 - February 2014)
- SVP @ (March 2012 - May 2012)
- Ops tech service @ (December 1997 - March 2012)
- EVP @ (December 2012 - December 2024)
- EVP @ (December 1997 - December 2024)
- EVP @ (December 1997 - December 2024)
- EVP @ (December 1997 - December 2024)
- VP and Service Director @ (December 1997 - May 2012)
- Sr Accounting Analyst @ (January 1996 - January 1997)
Matthew Schlueter Education
- Emory University
BA (Economics)
1993-1996 - Oxford College of Emory University 1993-1995
Matthew Schlueter Skills
- Series 7
- Series 24
- Securities
- Vendor Management
- Enterprise Data
- Portfolio Management
- Business Intelligence
- Strategy
- Risk Management
- Series 63
- Financial Services
- Trading
- Broker-Dealer
- Wealth Management
- Operations Management
- Asset Management
- Management
- Mutual Funds
- Investments
- Broker Dealer
- Microsoft Excel
- Microsoft Word
- Business Strategy
Matthew Schlueter Summary
- Matthew Schlueter, based in Peachtree Corners, GA, US, is currently a Chief Product and Operations Officer at Osaic. Matthew Schlueter brings experience from previous roles at Osaic and Advisor Group. Matthew Schlueter holds a 1993 - 1996 BA in Economics @ Emory University. With a robust skill set that includes Series 7, Series 24, Securities, Vendor Management, Enterprise Data and more. Matthew Schlueter has 5 emails and 2 mobile phone numbers on RocketReach.
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