Matt Wilson Email & Phone Number
Partner @ Citadel Plans (401k Advisors)
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Matt Wilson Location
- Phoenix, AZ, US
Matt Wilson Work
- 2020 -now Partner @
- 2018 -now Past- President and State Director @
- 2012 -now Registered Representative @
- 2014 -2015 Past President @
- 2007 -2012 Investment Advisor Representative @
- 2002 -2007 Systems Engineer @
- 2000 -2002 Systems Engineer @
- 1994 -2000 Systems Engineer @
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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