Matthew Rose, CFA
Director of Business Intelligence at Prime Capital Investment Advisors- Claim this Profile
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Bio
Experience
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Prime Capital Investment Advisors
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United States
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Financial Services
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100 - 200 Employee
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Director of Business Intelligence
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Aug 2020 - Present
Overland Park, Kansas, United States Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and… Show more Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated Show less
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Tortoise Capital Advisors
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United States
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Investment Management
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1 - 100 Employee
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VP of Performance Reporting and Analytics
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Mar 2020 - Aug 2020
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Analytics Specialist
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Dec 2017 - Mar 2020
Leawood, Kansas
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Business Intelligence Analyst
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Aug 2015 - Dec 2017
Leawood, KS
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Business Intelligence Analyst
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Jan 2015 - Aug 2015
Leawood, KS
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Waddell & Reed
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United States
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Financial Services
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700 & Above Employee
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Manager - Wholesale Channel Intelligence
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Mar 2014 - Dec 2014
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Senior Strategy Analyst
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Jul 2008 - Mar 2014
shawnee mission, ks
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Business Process Analyst III
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Mar 2006 - Jul 2008
Overland Park, KS
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Business Process Analyst
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Mar 2005 - Mar 2006
Overland Park, KS
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Commerce Bank
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United States
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Banking
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700 & Above Employee
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Treasury Services Product Developer
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May 2004 - Mar 2005
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CSC
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United States
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Information Technology & Services
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700 & Above Employee
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Senior Business Analyst
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Jan 1997 - Jul 2001
Kansas City, MO
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Client Services Representative II
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Jul 1995 - Dec 1996
Long Grove, IL
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Education
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Washington University in St. Louis - Olin School of Business
M.B.A. -
Northwestern University
B.A.