Grant Wilson Email & Phone Number
Founder and CEO @ Mission Accounting & Advisory
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Grant Wilson Location
- San Antonio, TX, US
Grant Wilson Work
- Founder and CEO @ (September 2025 - Present)
- Project Manager Program Management Office @ Third Lens (June 2025 - Present)
- Registered Representative @ (September 2024 - August 2025)
- Small Business and Consumer Lending Specialist @ (July 2024 - October 2024)
- Business Development Officer @ (January 2024 - July 2024)
- Portfolio Manager @ (June 2023 - January 2024)
- Commercial Credit Analyst @ (March 2022 - June 2023)
- Managing Member, Owner @ Kingdom Realty Management, LLC (June 2017 - July 2024)
- Managing Member, Owner @ GWW Ventures, LLC (June 2017 - June 2023)
- Realtor @ (November 2020 - November 2022)
- Financial Advisor and Investment Manager @ (October 2015 - July 2019)
- President and Chief Investment Officer, ACU Endowment's STAR Fund @ (September 2012 - December 2014)
- Intern @ (July 2014 - August 2014)
- Frost Investment Advisers, LLC @ Frost (May 2013 - July 2013)
- Sales Team Leader @ (May 2012 - August 2012)
Grant Wilson Education
- Abilene Christian University
Masters of Accountancy (Accounting)
2014-2015 - Abilene Christian University
Bachelor of Business Administration (BBA) (Accounting and Finance)
2010-2014
Grant Wilson Skills
- Accounting
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Attention to Detail
- Banking
- Banking Operations
- Business Development
- Business Management
- Business Relationship Management
- Business-to-Business (B2B)
- Charitable Giving Strategies
- Client Confidentiality
- Client Relations
- Client Services
- Commercial Banking
- Commercial Real Estate
- Communication
- Computer Literacy
- Consumer Lending
- Corporate Finance
- Credit
- Credit Analysis
- Credit Risk Management
- Customer Relationship Management (CRM)
- Customer Service
- Entrepreneurship
- Equity Trading
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Forecasting
- Financial Modeling
- Financial Reporting
- Financial Services
- Funding
- Holistic Financial Planning
- Insurance
- Interpersonal Skills
- Investment Advisory
- Investment Management
- Investment Portfolios
- Investment Products
- Investment Properties
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Listing Homes
- Listing Services
- Loans
- Management
- Management Consulting
- Market Analysis
- Marketing
- Marketing Operations
- Microsoft Excel
- Microsoft Office
- Negotiation
- New Business Development
- Options Strategies
- Oral Communication
- Organization Skills
- Pension Payout Alternatives
- Personal Financial Planning
- Portfolio Management
- Portfolio Optimization
- Presentations
- Problem Solving
- Project Management
- Public Speaking
- Real Estate
- Real Estate Development
- Real Estate Financing
- Real Estate Transactions
- Real Property
- Retirement Funding Strategies
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Operations
- Sales Processes
- Sales and Marketing
- Secured Financing
- Securities
- Skilled Multi-tasker
- Small Business Lending
- Soft Skills
- Tax Planning Strategies
- Team Leadership
- Team Management
- Teamwork
- Time Management
- Trading
- Wealth Management
- Working with Investors
- Written Communication
- Estate Conservation Strategies
- 403B Plans
- Home Insurance
- Fixed Annuities
- Stocks And Bonds
- Medicare Supplement Coverage
- Wealth Management Services
- Permanent Life Insurance
- Variable Annuities
- Pension Transfer/Rollovers
- Mortgage Protection
- Equity Indexed Annuities
- Mutual Funds
- Disability Income Insurance
- Tax Sheltered Annuities
- Ira Consolidation/Rollovers
- Managed Accounts
- Long Term Care Insurance
- Term Life Insurance
- Research
- Education Funding Strategies
- Auto Insurance
- 403 Plans
Grant Wilson Summary
- Grant Wilson, based in San Antonio, TX, US, is currently a Founder and CEO at Mission Accounting & Advisory. Grant Wilson brings experience from previous roles at Third Lens, New York Life Insurance Company and Texas Heritage Bank. Grant Wilson holds a 2014 - 2015 Masters of Accountancy in Accounting @ Abilene Christian University. With a robust skill set that includes Accounting, Alternative Investments, Analytical Skills, Asset Allocation, Asset Management and more. Grant Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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San Antonio, TX, US
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