Brian Wilson Email & Phone Number
Senior Vice President: Client Service Management @ Archer
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Brian Wilson Location
- Washington, DC, US
Brian Wilson Work
- Senior Vice President: Client Service Management @ (June 2025 - Present)
- Senior Vice President - Relationship Management @ (July 2023 - Present)
- Vice President - Relationship Executive @ (April 2015 - August 2023)
- Vice President - Relationship Manager @ (April 2015 - August 2023)
- Vice President - Team Leader @ (June 2012 - August 2023)
- Assistant Treasurer and Senior Associate @ (June 2006 - May 2012)
- Client Service Representative @ (October 2003 - May 2006)
Brian Wilson Education
- Fordham Gabelli School of Business
MBA (Finance & Management)
2008-2012 - Loyola University Maryland
Bachelor's Degree (Business Administration and Management, General)
1999-2003 - John Glenn
High School
1996-1999
Brian Wilson Skills
- Operations Management
- Relationship Management
- Mutual Funds
- Due Diligence
- Risk Management
- Project Management
- Financial Modeling
- Compliance
- Global Custody
- Straight Through Processing
- Bloomberg
- Middle Office
- Back Office
- Fixed Income
- Internal Audit
- Conversions
- Strategic Planning
- Innovation Management
- Asset Servicing
- Client Services
- Managerial
- Compensation Structures
- Motivator
- Financial Services
- Banking Network
- Business Relationship Management
- Sales
- Strategy
- Marketing
- PowerPoint
- Portfolio Management
- Microsoft Office
- Relationship Developement
- Banking Relationships
- Superior Client Service
- Operational Due Diligence
Brian Wilson Summary
- Brian Wilson, based in Washington, DC, US, is currently a Senior Vice President: Client Service Management at BNY Archer. Brian Wilson brings experience from previous roles at BNY Mellon. Brian Wilson holds a 2008 - 2012 MBA in Finance & Management @ Fordham Gabelli School of Business. With a robust skill set that includes Operations Management, Relationship Management, Mutual Funds, Due Diligence, Risk Management and more. Brian Wilson has 3 emails and 1 mobile phone numbers on RocketReach.
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