Matthew Schlueter Email & Phone Number
EVP, Operations and Technology Solutions @ Osaic
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Matthew Schlueter Location
- Peachtree Corners, GA, US
Matthew Schlueter Work
- 2025 - now EVP, Operations and Technology Solutions @ Osaic
- 2020 - 2025 President, Products and Platforms @
- 1997 - 2025 EVP, Products and Platforms @ Osaic
- 2012 - 2024 EVP @
- 1997 - 2024 EVP @
- 1997 - 2024 EVP @
- 1997 - 2024 EVP @
- 2017 - 2020 EVP and President, Wealth Management Solutions @
- 2015 - 2020 Chief Operating Officer @
- 2014 - 2015 Chief Administrative Officer @
- 2012 - 2014 EVP - Strategy and Advisor Experience @
- 2012 - 2012 SVP @
- 1997 - 2012 VP and Service Director @
- 1997 - 2012 Ops tech service @
- 1996 - 1997 Sr Accounting Analyst @
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 EVP, Operations and Technology Solutions at Osaic. Matthew Schlueter brings experience from previous roles at Advisor Group, Osaic, Woodbury Financial Services and Royal Alliance Associates INC. 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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