Matt Wilson Email & Phone Number
Partner @ Citadel Plans (401k Advisors)
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Matt Wilson Location
- Phoenix, AZ, US
Matt Wilson Work
- Partner @ (January 2020 - Present)
- Past- President and State Director @ (January 2018 - Present)
- Registered Representative @ (June 2012 - Present)
- Past President @ (January 2014 - January 2015)
- Investment Advisor Representative @ (June 2007 - June 2012)
- Systems Engineer @ (January 2002 - May 2007)
- Systems Engineer @ (January 2000 - January 2002)
- Systems Engineer @ (March 1994 - January 2000)
Matt Wilson Education
- George Mason University
B.S. (Psychology)
1990-1992 - Virginia Military Institute 1985-1987
- Fork Union Military Academy
Cadet
1979-1985
Matt Wilson Skills
- 401(k) Retirement Savings Plans
- Financial Education
- Team Building
- Leadership
- Strategic Planning
- Leadership Development
- Financial Planning
- Investments
Matt Wilson Summary
- Matt Wilson, based in Phoenix, AZ, US, is currently a Partner at Citadel Plans (401k Advisors). Matt Wilson brings experience from previous roles at Arizona SHRM, United Planners Financial Services, SHRM of Greater Phoenix (SHRMGP) and Voya Financial. Matt Wilson holds a 1990 - 1992 B.S. in Psychology @ George Mason University. With a robust skill set that includes 401(k) Retirement Savings Plans, Financial Education, Team Building, Leadership, Strategic Planning and more. Matt Wilson has 2 emails and 5 mobile phone numbers on RocketReach.
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