Matthew Oldach
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Matthew Oldach Email & Phone Number

Project Manager - Global Investment Markets at Donnelley Financial Solutions (DFIN)
Location: Phoenix, Arizona, United States 8 work roles 2 schools
1 work email found @dfinsolutions.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email m****@dfinsolutions.com
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Current company
Donnelley Financial Solutions (DFIN)
Role
Project Manager - Global Investment Markets
Location
Phoenix, Arizona, United States
Company size
1519 employees

Who is Matthew Oldach? Overview

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Quick answer

Matthew Oldach is listed as Project Manager - Global Investment Markets at Donnelley Financial Solutions (DFIN), a company with 1519 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at dfinsolutions.com and a matched LinkedIn profile for Matthew Oldach.

Matthew Oldach previously worked as Freelance at Wealth Management Consulting Services and Financial Associate at Mcadam Financially Advanced™. Matthew Oldach holds Bachelor Of Applied Science (Basc), Finance, General from Miami University.

Company email context

Email format at Donnelley Financial Solutions (DFIN)

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{first}.{last}@dfinsolutions.com
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Profile bio

About Matthew Oldach

Project Manager with strong analytical ability and general business experience in financial solutions and customer service.

Listed skills include Microsoft Excel, Analysis, Microsoft Office, Leadership, and 17 others.

Current workplace

Matthew Oldach's current company

Company context helps verify the profile and gives searchers a useful next step.

Donnelley Financial Solutions (DFIN)
Donnelley Financial Solutions (Dfin)
Project Manager - Global Investment Markets
chicago, illinois, united states
Website
dfinsolutions.com
Employees
1519
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Company profile
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8 roles · 10 years

Matthew Oldach work experience

A career timeline built from the work history available for this profile.

Project Manager - Global Investment Markets

Current
Donnelley Financial Solutions (Dfin)

Phoenix, Arizona Area

Act as a project manager and service liaison between customers, sales, and multiple production platforms. Provide advisory and consultant services to clients to provide direction in meeting their project needs and goals to achieve and meet all regulatory requirements of the client.

Jun 2018 - Present

Freelance

Wealth Management Consulting Services

Chicago

  • Perform consulting advisory services
  • Analyze customer portfolios in order to maximize client wealth and optimize retirement situations
  • Develop new clients through networking with current clients
  • Analyze current portfolios to ensure proper asset allocation through risk analysis
  • Create unique situational retirement models for clients using Microsoft Excel
2016 - May 2018

Financial Associate

Mcadam Financially Advanced™

Greater Chicago Area

  • Performed sales and advisory services
  • Met customer obligations through financial plan development and analysis of individual client needs
  • Developed clients through cold calling an average of 150 individuals and setting an average of 7 meetings weekly
  • Analyzed 401k fund options through the use of Morningstar Advisor workstation
  • Developed client proposals in order to ensure client satisfaction
Aug 2015 - May 2016

Office Manager

Taylor Glass, Doors & Metal
  • Preformed day-to-day operations
  • Preformed yearly tax filings
  • Invoiced customers
  • Updated historic financial transaction using QuickBooks
May 2013 - Aug 2013

Assistant Manager

Ezgraphs
  • Obtained autographs from various celebrities to be sold through a secondary channel
  • Analyzed competitive listings to determine timing for sale
  • Completed pricing analysis to determine correct price point
May 2011 - Aug 2013

Patent Analyst Intern

Ipiq
  • Preformed company industry groupings based on patent portfolios
  • Wrote a press release for the IPIQ Global website on patenting leaders in a highlighted industry each week Including Consumer Electronics, Heavy Industrial Equipment, Pharmaceuticals and Technology
  • Preformed analysis of patent portfolios using Microsoft Excel
May 2012 - Aug 2012

Intern

The Patent Board An Ipiq Company
  • Preformed product development support
  • Aided in the creation of a local innovation scorecard based on patents and related workflow in order to create the framework for a new product through the use of Microsoft Excel
May 2010 - Aug 2010

Intern

The Patent Board An Ipiq Company

Greater Chicago Area

  • Preformed various tasks under supervision of the CTO
  • Migrated company website from one server to another using HTML
  • Created a competitive analysis of like companies
Mar 2009 - Aug 2009
Team & coworkers

Colleagues at Donnelley Financial Solutions (DFIN)

Other employees you can reach at dfinsolutions.com. View company contacts for 1519 employees →

CD Chris Dumont Chris Dumont Colleague at Donnelley Financial Solutions (Dfin) Claresholm, Alberta, Canada, Canada View → KL Karen Luzzi Karen Luzzi Colleague at Donnelley Financial Solutions (Dfin) Kannapolis, North Carolina, United States, United States View → PR Phillip Row Phillip Row Colleague at Donnelley Financial Solutions (Dfin) Manheim, Pennsylvania, United States, United States View → BM Barbara Morrison Barbara Morrison Colleague at Donnelley Financial Solutions (Dfin) Greater Phoenix Area, United States View → BA Brenda Ambrosini Brenda Ambrosini Colleague at Donnelley Financial Solutions (Dfin) Washington, District Of Columbia, United States, United States View → RH Ralph Hirujo Ralph Hirujo Colleague at Donnelley Financial Solutions (Dfin) Union City, New Jersey, United States, United States View → CW Cheryl Waughtel Cheryl Waughtel Colleague at Donnelley Financial Solutions (Dfin) Lancaster, Pennsylvania, United States, United States View → JM James Mccann James Mccann Colleague at Donnelley Financial Solutions (Dfin) Parker, Colorado, United States, United States View → SB Suraj Bhosale Suraj Bhosale Colleague at Donnelley Financial Solutions (Dfin) Pune, Maharashtra, India, India View → CP Courtenay Passen Courtenay Passen Colleague at Donnelley Financial Solutions (Dfin) Aurora, Illinois, United States, United States View →
2 education records

Matthew Oldach education

Education record

American School Of Paris
FAQ

Frequently asked questions about Matthew Oldach

Quick answers generated from the profile data available on this page.

What company does Matthew Oldach work for?

Matthew Oldach works for Donnelley Financial Solutions (DFIN).

What is Matthew Oldach's role at Donnelley Financial Solutions (DFIN)?

Matthew Oldach is listed as Project Manager - Global Investment Markets at Donnelley Financial Solutions (DFIN).

What is Matthew Oldach's email address?

AeroLeads has found 1 work email signal at @dfinsolutions.com for Matthew Oldach at Donnelley Financial Solutions (DFIN).

Where is Matthew Oldach based?

Matthew Oldach is based in Phoenix, Arizona, United States while working with Donnelley Financial Solutions (DFIN).

What companies has Matthew Oldach worked for?

Matthew Oldach has worked for Donnelley Financial Solutions (Dfin), Wealth Management Consulting Services, Mcadam Financially Advanced™, Taylor Glass, Doors & Metal, and Ezgraphs.

Who are Matthew Oldach's colleagues at Donnelley Financial Solutions (DFIN)?

Matthew Oldach's colleagues at Donnelley Financial Solutions (DFIN) include Chris Dumont, Karen Luzzi, Phillip Row, Barbara Morrison, and Brenda Ambrosini.

How can I contact Matthew Oldach?

You can use AeroLeads to view verified contact signals for Matthew Oldach at Donnelley Financial Solutions (DFIN), including work email, phone, and LinkedIn data when available.

What schools did Matthew Oldach attend?

Matthew Oldach holds Bachelor Of Applied Science (Basc), Finance, General from Miami University.

What skills is Matthew Oldach known for?

Matthew Oldach is listed with skills including Microsoft Excel, Analysis, Microsoft Office, Leadership, Competitive Analysis, Powerpoint, Research, and Marketing.

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