Ed Wilson Email & Phone Number
Senior Managing Director, Private Bank Investments @ Webster Bank
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Ed Wilson Location
- Stamford, CT, US
Ed Wilson Work
- 2016 -now Senior Managing Director, Private Bank Investments @
- 2016 -2020 Director of Private Bank Investment and Portfolio Management @
- 2014 -2017 Director and Senior Portfolio Manager @
- 2010 -2014 Senior Financial Advisor - Senior Vice President - Investments @
- 2005 -2010 Global Investment Specialist @
- 2003 -2005 Senior Vice President @
- 1997 -2003 Investment Director @
- 1992 -1997 Regional IMS Coordinator @
- 1989 -1992 Associate Portfolio Manager @ Dreman Value Management, LLC
- 1987 -1989 Associate Financial Planning Coordinator @
- 1985 -1987 Internal Auditor @ Chase Manhattan Bank
Ed Wilson Education
- Fordham University - Graduate School of Business Administration
MBA, Finance (Finance)
1997-1998 - Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ Professional (CERTIFIED FINANCIAL PLANNER™ Professional)
1994-1994 - Fairfield University 1981-1985
- Archbishop Stepinac
Ed Wilson Skills
- Finance
- Wealth Management
- Investments
- Insurance
- Alternative Investments
- Series 7
- Portfolio Management
- Asset Allocation
- Asset Management
- Equities
- Hedge Funds
- Fixed Income
- Mutual Funds
- Investment Advisory
- Financial Services
- Customer Service
- Microsoft Excel
- Social Media
- Business Development
- Sourcing
- Recruiting
- CRM
- Leadership
- Interviews
- Temporary Placement
- Management
- Screening
- Strategy
- Internet Recruiting
- Staff Augmentation
- Networking
Ed Wilson Summary
- Ed Wilson, based in Stamford, CT, US, is currently a Senior Managing Director, Private Bank Investments at Webster Bank. Ed Wilson brings experience from previous roles at Webster Bank, Wells Fargo Advisors, LLC and JPMorgan. Ed Wilson holds a 1997 - 1998 MBA, Finance in Finance @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Finance, Wealth Management, Investments, Insurance, Alternative Investments and more. Ed Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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