Christopher Wilson Email & Phone Number
Managing Director, Head of Wealth Sales and Solution Coaching @ TIAA
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Christopher Wilson Location
- Saratoga Springs, NY, US
Christopher Wilson Work
- 2024 -now Managing Director, Head of Wealth Sales and Solution Coaching @
- 2020 -2024 Senior Director, Advisory and Financial Consulting @
- 2019 -2020 Director of Integrated Solutions @
- 2014 -2019 Northeast Regional Advisory Coach @
- 2011 -2014 Vice President - Investment Advisory and Financial Planning Business @
- 2008 -2011 Vice President - Platform Manager - Licensed Bankers @
- 2005 -2008 Financial Advisor @
- 2003 -2005 Financial Advisor @
Christopher Wilson Education
- State University of New York College at Cortland
BA (Communications, Computer Applications)
1999-2003 - Bethlehem Central High School 1996-1999
Christopher Wilson Skills
- Investments
- Portfolio Management
- Investment Advisory
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Investment Strategies
- Estate Planning
- Retirement
- Fixed Annuities
- Financial Planning
- Insurance
- Tax Reduction Strategies
- Managed Accounts
- Debt Management
- Annuities
- Retirement Income Strategies
- Wealth
- Wealth Accumulation
- Wealth Preservation Strategies
- Retail Banking
- Budget
- Personal Financial Planning
- Sales Management
- Sales
- Financial Markets
- Separately Managed Accounts
- Sales Coaching
- Planning
- Advisory
Christopher Wilson Summary
- Christopher Wilson, based in Saratoga Springs, NY, US, is currently a Managing Director, Head of Wealth Sales and Solution Coaching at TIAA. Christopher Wilson brings experience from previous roles at TIAA and First Niagara Bank. Christopher Wilson holds a 1999 - 2003 BA in Communications, Computer Applications @ State University of New York College at Cortland. With a robust skill set that includes Investments, Portfolio Management, Investment Advisory, Mutual Funds, Strategic Financial Planning and more. Christopher Wilson has 3 emails and 1 mobile phone numbers on RocketReach.
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