Matt Wilcox Email & Phone Number
Vice President, Compliance Team Manager @ Citizens
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Matt Wilcox Location
- Providence, RI, US
Matt Wilcox Work
- 2025 -now Vice President, Compliance Team Manager @
- 2023 -2025 Vice President, Wealth Operations Group Manager @
- 2018 -2023 Vice President, Head of Principal Supervision @
- 2016 -2018 Compliance Manager @
- 2012 -2018 Compliance Officer @
- 2009 -2012 Senior Principal @
- 2007 -2008 Director of Network Office Supervision @
- 2003 -2009 Investment Operations Manager @
- 2001 -2002 Service Trader II @
Matt Wilcox Education
- Johnson & Wales University
Bachelor of Science (B.S.) (Finance and Financial Management Services)
Matt Wilcox Skills
- KYC
- Operational Risk
- Alternative Investments
- Series 63
- PowerPoint
- General Securities Sales Supervisor
- Fixed Annuities
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Brokerage
- 529 Plans
- Investments
- Variable Annuities
- Finance
- Market Linked Cd's
- Series 66
- Equity Indexed Annuities
- Investment Advisory
- Asset Allocation
- Financial Services
- Compliance
- Wealth Management
- Mutual Funds
- Equities
- Life Insurance
- Uniform Combined State Law
- FINRA
- Microsoft Word
- Stocks
- Microsoft Excel
- Risk Management
- Series 10
- Has Errors
- Great
- Investment Operations
- Series 24
- Long Term Care Insurance
- Management
- Term Life Insurance
- Trade Compliance
- Trading
- Retirement
- Life and Health Insurance Licenses
- Options
- Series 7
- Securities
- Investment Management
- Series 9
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 KYC, Operational Risk, Alternative Investments, Series 63, PowerPoint and more. Matt Wilcox has 6 emails and 3 mobile phone numbers on RocketReach.
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