Matt Weglarz

Director of Operations @Wealthcrossing

Overland Park, KS, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Aug 2024 — Present

Director of Operations @Wealthcrossing

View department →

Overland Park, KS, US

The WeathCrossing Operations team manages the infrastructure supporting our top tier client experience. By staying on the cutting edge of technology advances in the industry, our team curates an efficient, integrated, and compliant technology stack. More importantly, it make our clients lives easier because we provide everything in one easy to access place. We look forward to continuing to play our role in enhancing the financial lives of our clients! https://adviserinfo.sec.gov/firm/summary/132513

EDUCATION

N/A

Missouri State University

B.S., Business/Finance

N/A

University of Notre Dame - Mendoza College of Business

MBA

SKILLS

Portfolio ManagementLeadershipInvestmentsMicrosoft OfficeCustomer ServiceMicrosoft ExcelBankingRisk ManagementFinancial AnalysisFinance

ABOUT MATT WEGLARZ

I build and scale wealth management platforms and the advisor operating systems that make…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Matt Weglarz — Director of Operations at Wealthcrossing in Overland Park, KS, US | Unifers