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Matthew Eilert Email & Phone Number
Investment Counselor
at
Atwood & Palmer, Inc.
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Investment Counselor
Location
Kansas City Metropolitan Area, United States, United States
Company size
Who is Matthew Eilert? Overview
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Quick answer
Matthew Eilert is listed as Investment Counselor at Atwood & Palmer, Inc., a company with 8 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Matthew Eilert.
Matthew Eilert previously worked as Associate Financial Planner at Creative Planning and Professionalism Chairman at Phi Delta Theta Fraternity. Matthew Eilert holds Finance, Business Analytics from The University Of Kansas.
Company email context
Email format at Atwood & Palmer, Inc.
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Atwood & Palmer, Inc.
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Profile bio
About Matthew Eilert
Matthew is an Associate Financial Planner at Creative Planning, LLC.
Current workplace
Matthew Eilert's current company
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Atwood & Palmer, Inc.
9 roles
Matthew Eilert work experience
A career timeline built from the work history available for this profile.
Associate Financial Planner
CurrentCreative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate.
Jun 2024 - Present
Professionalism Chairman
Aug 2022 - May 2024
Treasurer
Oct 2021 - Oct 2022
Scholarship Chairman
May 2021 - May 2022
Private Equity Intern
Aug 2023 - Apr 2024
Teaching Assistant - Ey Professionalism Program
Aug 2023 - Dec 2023
Cyber Risk Intern
-Gathered data pertaining to clients and ran benchmarks & reports to ensure optimal client experience-Engaged in research and case studies to gain a deep knowledge of the insurance landscape-Collaborated with teammates to create a presentation and recommendations regarding implementation of Artificial Intelligence within company workflows.
Jun 2023 - Aug 2023
Finance Intern
-Assisted teammates with accounting, contracting, and billing processes.-Ran reports and pulled data relating to accounting information to assist with a variety of tasks and projects.-Worked on a variety of large-scale projects aimed to increase revenue and streamline the billing/contracting processes for WellSky’s different business units.
Jun 2022 - Aug 2022
Team & coworkers
Colleagues at Atwood & Palmer, Inc.
Other employees you can reach at atwoodpalmer.com. View company contacts for 8 employees →
JM
James Montgomery
Colleague at Atwood & Palmer, Inc.
Raymore, Missouri, United States, United States
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SJ
Spencer Jones, Cfa
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
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SP
Steven Palmer
Colleague at Atwood & Palmer, Inc.
Kansas City, Missouri, United States, United States
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TB
Teresa Burch
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
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SF
Steven Franke
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
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EL
Evan Lang
Colleague at Atwood & Palmer, Inc.
United States, United States
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James Montgomery
Colleague at Atwood & Palmer, Inc.
Raymore, Missouri, United States, United States
View →
SJ
Spencer Jones, Cfa
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
View →
SP
Steven Palmer
Colleague at Atwood & Palmer, Inc.
Kansas City, Missouri, United States, United States
View →
TB
Teresa Burch
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
View →
SF
Steven Franke
Colleague at Atwood & Palmer, Inc.
Kansas City Metropolitan Area, United States
View →
EL
Evan Lang
Colleague at Atwood & Palmer, Inc.
United States, United States
View →
3 education records
Matthew Eilert education
Finance, Business Analytics
International Business
Education record
FAQ
Frequently asked questions about Matthew Eilert
Quick answers generated from the profile data available on this page.
What company does Matthew Eilert work for?
Matthew Eilert works for Atwood & Palmer, Inc..
What is Matthew Eilert's role at Atwood & Palmer, Inc.?
Matthew Eilert is listed as Investment Counselor at Atwood & Palmer, Inc..
Where is Matthew Eilert based?
Matthew Eilert is based in Kansas City Metropolitan Area, United States, United States while working with Atwood & Palmer, Inc..
What companies has Matthew Eilert worked for?
Matthew Eilert has worked for Atwood & Palmer, Inc., Creative Planning, Phi Delta Theta Fraternity, Edgehill Venture Partners, and The University Of Kansas School Of Business.
Who are Matthew Eilert's colleagues at Atwood & Palmer, Inc.?
Matthew Eilert's colleagues at Atwood & Palmer, Inc. include James Montgomery, Spencer Jones, Cfa, Steven Palmer, Teresa Burch, and Steven Franke.
How can I contact Matthew Eilert?
You can use AeroLeads to view verified contact signals for Matthew Eilert at Atwood & Palmer, Inc., including work email, phone, and LinkedIn data when available.
What schools did Matthew Eilert attend?
Matthew Eilert holds Finance, Business Analytics from The University Of Kansas.
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