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
- Senior Managing Director, Private Bank Investments @ (November 2016 - Present)
- Director of Private Bank Investment and Portfolio Management @ (March 2016 - November 2020)
- Director and Senior Portfolio Manager @ (May 2014 - March 2017)
- Senior Financial Advisor - Senior Vice President - Investments @ (June 2010 - May 2014)
- Global Investment Specialist @ (January 2005 - June 2010)
- Senior Vice President @ (January 2003 - January 2005)
- Investment Director @ (April 1997 - July 2003)
- Regional IMS Coordinator @ (July 1992 - April 1997)
- Associate Portfolio Manager @ Dreman Value Management, LLC (August 1989 - July 1992)
- Associate Financial Planning Coordinator @ (January 1987 - July 1989)
- Internal Auditor @ Chase Manhattan Bank (January 1985 - January 1987)
Ed Wilson Education
- Fordham Gabelli School of Business
MBA (Finance)
1997-1998 - Fairfield University
Bachelor of Science (Finance)
1981-1985 - Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ (CERTIFIED FINANCIAL PLANNER™ Professional)
1994 - Archbishop Stepinac
Ed Wilson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Equities
- Finance
- Financial Services
- Fixed Income
- Hedge Funds
- Insurance
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Series 7
- Wealth Management
- 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 in Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Equities, Finance and more. Ed Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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