Matt Wilcox Email & Phone Number
Vice President, Compliance Team Manager @ Citizens
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Matt Wilcox Location
- Providence, RI, US
Matt Wilcox Work
- Vice President, Compliance Team Manager @ (February 2025 - Present)
- Vice President, Wealth Operations Group Manager @ (January 2023 - February 2025)
- Vice President, Head of Principal Supervision @ (March 2018 - February 2023)
- Compliance Manager @ (October 2016 - March 2018)
- Compliance Officer @ (December 2012 - March 2018)
- Senior Principal @ (December 2009 - December 2012)
- Investment Operations Manager @ (January 2003 - December 2009)
- Director of Network Office Supervision @ (May 2007 - June 2008)
- Service Trader II @ (February 2001 - December 2002)
Matt Wilcox Education
- Johnson & Wales University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
Matt Wilcox Skills
- 529 Plans
- Alternative Investments
- Asset Allocation
- Bonds
- Brokerage
- Communication
- Compliance
- Compliance Management
- Due Diligence
- Equities
- Equity Indexed Annuities
- FINRA
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Fixed Income
- General Securities Sales Supervisor
- Insurance
- Investment Advisory
- Investment Management
- Investment Operations
- Investments
- Legal Compliance
- Life & Health Insurance Licenses
- Life Insurance
- Long Term Care Insurance
- Management
- Market Linked CD's
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- Options
- PowerPoint
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 10
- Series 24
- Series 63
- Series 66
- Series 7
- Series 9
- Stocks
- Term Life Insurance
- Trade Compliance
- Trading
- Uniform Combined State Law
- Variable Annuities
- Wealth Management
- KYC
- Operational Risk
- Has Errors
- Great
- Life and Health Insurance Licenses
Matt Wilcox Summary
- Matt Wilcox, based in Providence, RI, US, is currently a Vice President, Compliance Team Manager at Citizens. Matt Wilcox brings experience from previous roles at Citizens Securities, Inc. and Santander Securities. Matt Wilcox holds a Bachelor of Science (B.S.) in Finance and Financial Management Services @ Johnson & Wales University. With a robust skill set that includes 529 Plans, Alternative Investments, Asset Allocation, Bonds, Brokerage and more. Matt Wilcox has 5 emails and 3 mobile phone numbers on RocketReach.
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