M

Matt Weglarz's
email & phone

Opt-Out

Current Position:

Director of Operations at WealthCrossing

Experience:

17 years

Location:

Overland Park, Kansas, United States

How to contact Matt Weglarz

Last updated:2025-07-24
emailm****w@wealth-crossing.com
phone+1-***-***-2947
LinkedIn
Skype
YouTube
Pinterest
Instagram

Analytics

According to LinkedIn Matt Weglarz started working on 2008, then the employee has changed 4 companies and 6 jobs. On average, Matt Weglarz works for one company for 3 years 1 month. Matt Weglarz has been working as a Director of Operations for WealthCrossing for 457 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Director of Operations at WealthCrossing

Aug 2024 - Current

Senior Consultant at Advisor Transition Partners

Jan 2024 - Current

Chief Wealth Strategy and Technology Operations Officer (RIA start up - Insurance Affiliated) at Triad Partners

Sep 2022 - Sep 2023

Managing Director - Advisor Solutions Growth and Operations (Tax, Insurance, Retirement and M&A) at Mariner

Feb 2021 - Sep 2022

Director – Head of Operations, Project Management and Data Services at Tortoise Capital Advisors

Jan 2017 - Oct 2020

Director – ETFs and Index Solutions at Tortoise Capital Advisors

Jul 2015 - Oct 2020

VP, Head of Trading and Trade Operations – Equity, FI, and Derivatives Trading at Tortoise Capital Advisors

Oct 2008 - Jul 2015

Education

MBA at University of Notre Dame - Mendoza College of Business

B.S., Business/Finance at Missouri State University

Current Company Information WealthCrossing

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...

Frequently Asked Questions

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 months

What 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 Broughton

Who are Matt Weglarz's peers at other companies?

Matt Weglarz's peers at other companies are Stephanie Bacigalupo and Julian Rodriguez and Laura Ayala
Not the Matt Weglarz you were looking for?

Find email for 850M+ professionals

Matt Weglarz Namesakes

Name
Company
Position

Similar profiles

Name
Company
Position
S
El Instituto
Director of Operations
L
Aziz Human Resources
Director of Operations
S
Director of Operations
L
Director of Operations
D
HXE SG
Director of Operations
J
Director of Operations

Other employees at WealthCrossing

Name
Company
Position
J
Wealth Advisor | Partner
K
Client Services Manager
C
Client Service Specialist
A
Senior Operations Associate
M
Financial Planning Associate
S
Client Service Specialist
T
Client Care Coordinator
E
Senior Tax Associate
BACK TO TOP