Matthew Rose, CFA

Director of Business Intelligence at Prime Capital Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Leawood, Kansas, United States, US

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Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Director of Business Intelligence
      • 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

    • United States
    • Investment Management
    • 1 - 100 Employee
    • VP of Performance Reporting and Analytics
      • Mar 2020 - Aug 2020

    • Analytics Specialist
      • Dec 2017 - Mar 2020

      Leawood, Kansas

    • Business Intelligence Analyst
      • Aug 2015 - Dec 2017

      Leawood, KS

    • Business Intelligence Analyst
      • Jan 2015 - Aug 2015

      Leawood, KS

    • United States
    • Financial Services
    • 700 & Above Employee
    • Manager - Wholesale Channel Intelligence
      • Mar 2014 - Dec 2014

    • Senior Strategy Analyst
      • Jul 2008 - Mar 2014

      shawnee mission, ks

    • Business Process Analyst III
      • Mar 2006 - Jul 2008

      Overland Park, KS

    • Business Process Analyst
      • Mar 2005 - Mar 2006

      Overland Park, KS

    • United States
    • Banking
    • 700 & Above Employee
    • Treasury Services Product Developer
      • May 2004 - Mar 2005

    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Senior Business Analyst
      • Jan 1997 - Jul 2001

      Kansas City, MO

    • Client Services Representative II
      • Jul 1995 - Dec 1996

      Long Grove, IL

Education

  • Washington University in St. Louis - Olin School of Business
    M.B.A.
    2001 - 2003
  • Northwestern University
    B.A.
    1991 - 1995

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