2018 -2021 Wealth Management, Financial Planning, and Retail Brokerage @
2011 -2018 Previous Accounting, Operations, Sales, and Hospitality Roles @ Several Firms
2010 -2010 Research Assistant, Physics Department @
Bart Wilson Education
Union College
Bachelor of Science (B.S.) (Mathematics)
Bart Wilson Summary
Bart Wilson, based in Cambridge, MA, US, is currently a Wealth Management Advisor at TIAA. Bart Wilson brings experience from previous roles at Asset Strategy, Citizens Financial Group, Inc., Black Kite and Fidelity Investments. Bart Wilson holds a Bachelor of Science (B.S.) in Mathematics @ Union College. Bart Wilson has 3 emails on RocketReach.
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