Liam Wilson Email & Phone Number
Managing Director @ Mitchell & Wilson Financial Planning
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Liam Wilson Location
- Ballymena, GB
Liam Wilson Work
- 2025 -now Managing Director @
- 2025 -now Vice Chairman @
- 2024 -now Non Executive Director @
- 2023 -2024 Chief Executive Officer @
- 2023 -2023 Chief Operating Officer @
- 2019 -2023 Director @
- 2016 -2023 Director @
- 2016 -2016 Business Development Manager QLD @
- 2014 -2016 Lending Manager @
- 2011 -2014 Specialised Banking and Lending Manager @
Liam Wilson Education
- The Chartered Institute for Securities & Investment (The CISI)
Diploma in Investment Advice (Financial Planning & Advice)
2024-2024 - Monarch Institute
Diploma of Financial Planning (Financial Planning and Services)
2016-2017 - Massey University
Bachelor of Business (Management and Finance)
2009-2014 - Chartered Insurance Institute
Liam Wilson Skills
- Business Development
- Public Speaking
- Sales Process
- Lead Generation
- Customer Experience
- Agility
- Flexible Approach
- Community Engagement
- Communication
- Customer Driven
- Networking
- Negotiation
- Business Analysis
- Mortgage Lending
- Consumer Lending
- General Insurance
- Retail Banking
- Relationship Management
- Business Relationship Management
- Strategic Planning
- Credit
- Management
- Project Management
Liam Wilson Summary
- Liam Wilson, based in Ballymena, GB, is currently a Managing Director at Mitchell & Wilson Financial Planning. Liam Wilson brings experience from previous roles at Ballymena United FC and SRB Wealth Management Ltd. Liam Wilson holds a 2024 - 2024 Diploma in Investment Advice (Financial Planning & Advice) @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Business Development, Public Speaking, Sales Process, Lead Generation, Customer Experience and more. Liam Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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