Brad Wilson Email & Phone Number
Managing Director @ CIBC Private Wealth Management US
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Brad Wilson Location
- Boston, MA, US
Brad Wilson Work
- Managing Director @ (August 2023 - Present)
- Managing Director, Private Wealth Advisor @ (July 2021 - August 2023)
- Executive Managing Director Senior Client Advisor @ (May 2019 - July 2021)
- Managing Director, Head of Fixed Income @ (January 2012 - May 2019)
- Director, Risk Trader @ (June 2009 - June 2011)
- Director (Continued) @ (April 2003 - June 2009)
- Director @ (April 2003 - June 2009)
- Director @ (April 2003 - June 2009)
- Fixed Income Sales Liaison @ (July 2001 - April 2003)
Brad Wilson Education
- Lafayette College
Bachelor of Arts (Economics)
1998-2001
Brad Wilson Skills
- Fixed Income
- Portfolio Management
- Investments
- Trading
- Wealth Management
- Capital Markets
- Securities
- Series 7
- Bonds
- Structured Products
- Financial Risk
- Risk Management
- Equities
- Series 63
- Cross-functional Team Leadership
- Competitive Analysis
- Operational Efficiency
- FX Options
- Financial Modeling
- Institutional
- Regulatory
- Strategy
- Compliance
- Cross Functional Team Leadership
- Legal
- Project Management
- Portfolio Managers
Brad Wilson Summary
- Brad Wilson, based in Boston, MA, US, is currently a Managing Director at CIBC Private Wealth US. Brad Wilson brings experience from previous roles at SVB Private, Boston Private and UBS Investment Bank. Brad Wilson holds a 1998 - 2001 Bachelor of Arts in Economics @ Lafayette College. With a robust skill set that includes Fixed Income, Portfolio Management, Investments, Trading, Wealth Management and more. Brad Wilson has 3 emails and 1 mobile phone numbers on RocketReach.
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