Matt Oakes

Matt Oakes Email and Phone Number

Director of Investment Solutions, AE Wealth Management @ AE Wealth Management, LLC
Matt Oakes's Location
Kansas City Metropolitan Area, United States, United States
Matt Oakes's Contact Details

Matt Oakes personal email

n/a
About Matt Oakes

Matt Oakes is a Director of Investment Solutions, AE Wealth Management at AE Wealth Management, LLC. He possess expertise in leadership, microsoft office, teamwork, management, research and 6 more skills.

Matt Oakes's Current Company Details
AE Wealth Management, LLC

Ae Wealth Management, Llc

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Director of Investment Solutions, AE Wealth Management
Matt Oakes Work Experience Details
  • Ae Wealth Management, Llc
    Director, Investment Solutions
    Ae Wealth Management, Llc Apr 2024 - Present
    Topeka, Ks, Us
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  • Demarche
    Analyst, Treasury And Investment Services
    Demarche Dec 2022 - Apr 2024
    Overland Park, Kansas, Us
    - Partnered with senior consultants, providing solutions to complex finance and investment challenges
    View
  • Demarche
    Trading Associate
    Demarche Jun 2022 - Apr 2024
    Overland Park, Kansas, Us
    - Engaged in return and holdings-based portfolio analysis- Traded mutual funds, ETFs and performed separate account operational support- Interacted and maintained relationships with external portfolio managers and custodians
    View
  • Demarche
    Analyst
    Demarche Jan 2022 - Dec 2023
    Overland Park, Kansas, Us
    - Manipulated asset allocation software to assess model portfolios and efficient frontiers- Complied and analyzed data, employing MorningStar, eVestment, BEA and FRED- Frequently used excel to organize and perform calculations on substantial data sets- Analyzed manager performance, created presentations and communicated with consultants
    View
  • Target
    Fulfillment Expert (Supervisor)
    Target Sep 2018 - Feb 2022
    Minneapolis, Mn, Us
    View
  • Target
    Visual Merchandiser (Trainer)
    Target Sep 2014 - Sep 2018
    Minneapolis, Mn, Us
    View
  • Sarpino'S Usa
    Manager
    Sarpino'S Usa Sep 2019 - Feb 2021
    Lincolnshire, Illinois, Us
    View

Matt Oakes Skills

Leadership Microsoft Office Teamwork Management Research Inventory Management Social Media Public Speaking Customer Service Business Economics Financial Accounting

Matt Oakes Education Details

  • The University Of Kansas
    The University Of Kansas
    Minor In Business Administration

Frequently Asked Questions about Matt Oakes

What company does Matt Oakes work for?

Matt Oakes works for Ae Wealth Management, Llc

What is Matt Oakes's role at the current company?

Matt Oakes's current role is Director of Investment Solutions, AE Wealth Management.

What is Matt Oakes's email address?

Matt Oakes's email address is ma****@****get.com

What schools did Matt Oakes attend?

Matt Oakes attended The University Of Kansas.

What skills is Matt Oakes known for?

Matt Oakes has skills like Leadership, Microsoft Office, Teamwork, Management, Research, Inventory Management, Social Media, Public Speaking, Customer Service, Business Economics, Financial Accounting.

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