Current Position:
Director of Operations at WealthCrossingExperience:
17 yearsLocation:
Overland Park, Kansas, United StatesAug 2024 - Current
Jan 2024 - Current
Sep 2022 - Sep 2023
Feb 2021 - Sep 2022
Jan 2017 - Oct 2020
Jul 2015 - Oct 2020
Oct 2008 - Jul 2015
MBA at University of Notre Dame - Mendoza College of Business
B.S., Business/Finance at Missouri State University
Name: WealthCrossing
Speciality: Financial Planning, Investment Management, Tax Strategies, Wealth Advisory, Retirement Planning, Executive Compensation, Trust Advisory, Education Planning, Cash Flow Planning, Estate Planning, Family Wealth, Charitable Giving, Tax Planning
Location: Richmond, Virginia, United States
Employees: 10-50
HQ Phone: (804) 237-1700
Email: info@sbkfinancial.com
Description: At WealthCrossing, we specialize in bringing clarity and confidence to your financial life. Our mission is simple: connect all the financial dots—planning, taxes, and asset manag...
How long has Matt Weglarz been working as a Director of Operations?
Matt Weglarz's total experience in various companies as a Director of Operations 1 year 3 months.What is Matt Weglarz's minimum period of employment in the companies?
Matt Weglarz's minimum period of employment in various companies is 1 year.What is Matt Weglarz's average duration of employment for different companies?
On average, Matt Weglarz works for one company for 3 years 8 monthsWhat industries has Matt Weglarz worked in?
Matt Weglarz works in the Financial Services.What positions has Matt Weglarz held before?
Previously, Matt Weglarz worked as a Senior Consultant, and Chief Wealth Strategy and Technology Operations Officer (RIA start up - Insurance Affiliated), and Managing Director - Advisor Solutions Growth and Operations (Tax, Insurance, Retirement and M&A), and Director – Head of Operations, Project Management and Data Services, and Director – ETFs and Index Solutions.How do I contact Matt Weglarz?
Matt Weglarz's email address is m****w@wealth-crossing.com, phone number is +1-***-***-2947. Sign up to get contact details.Who is the President/CEO/Director of the WealthCrossing?
The President/CEO/Director of the WealthCrossing is Andrea BroughtonWho are Matt Weglarz's peers at other companies?
Matt Weglarz's peers at other companies are Stephanie Bacigalupo and Julian Rodriguez and Laura AyalaFind email for 850M+ professionals