Adam Wilson Email & Phone Number
Head of Investment Product and Delivery @ Osaic
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Adam Wilson Location
- Charlotte, NC, US
Adam Wilson Work
- Head of Investment Product and Delivery @ Osaic (March 2025 - Present)
- Vice President Sponsor Relations @ (July 2016 - October 2019)
- Vice President - Insurance Product Management and Operations @ (November 2014 - July 2016)
- Assistant Vice President - Insurance @ (September 2013 - November 2014)
- Internal Sales Specialist - Insurance @ (August 2010 - June 2011)
- Vice President, Strategic Partnerships, Vendor and Platform Management @ Osaic (August 2023 - March 2025)
- Vice President, Strategic Technology Partnerships @ (October 2019 - August 2023)
- Manager, Insurance Sales @ (June 2011 - September 2013)
- Financial Associate @ (January 2008 - January 2010)
- Director of Annual Giving and President's Society @ (January 2007 - January 2008)
- Admissions Counselor @ (January 2006 - January 2007)
- Director of Athletic Marketing and Special Events @ (January 2004 - January 2006)
Adam Wilson Education
- Lenoir-Rhyne University
- Lenoir-Rhyne University
BA (Corporate Communications and Management)
- R-S Central High School
Adam Wilson Skills
- Leadership
- Strategic Planning
- Sales
- Marketing
- Finance
- Sales Management
- Insurance
- Event Management
- Financial Analysis
- Budgets
- Investments
- Series 7
- Continuous Improvement
- Financial Services
- Microsoft Excel
- Outlook
- Customer Service
- Team Leadership
- Time Management
- Management
- Team Building
- Negotiation
- Insurance and Financial Planning
- Mutual Funds
- ETFs
- Contract Negotiation
- Social Media
- Fundraising
- Microsoft Office
- Community Outreach
Adam Wilson Summary
- Adam Wilson, based in Charlotte, NC, US, is currently a Head of Investment Product and Delivery at Osaic. Adam Wilson brings experience from previous roles at LPL Financial. Adam Wilson holds a Lenoir-Rhyne University. With a robust skill set that includes Leadership, Strategic Planning, Sales, Marketing, Finance and more. Adam Wilson has 2 emails and 1 mobile phone numbers on RocketReach.
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