Matthew Wilson Email & Phone Number
Managing Director-Divisional Director, Chase Wealth Management JP Morgan Chase, Central and South @ JPMorgan Chase & Co.
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Matthew Wilson Location
- Sarasota, FL, US
Matthew Wilson Work
- 2021 -now Managing Director-Divisional Director, Chase Wealth Management JP Morgan Chase, Central and South @
- 2018 -2021 President E*Trade Advisor Services @
- 2015 -2018 CEO @
- 2012 -2015 President and CEO Scottrade Brokerage @
- 2004 -2012 Head of Retail Sales (Branch Network) and Guidance Solutions @
- 1998 -2004 VP - Senior Sales Director @
Matthew Wilson Education
- Harvard Business School
(Executive Education - Corporate Leader)
2010-2011 - Washington University in St. Louis - Olin Business School
General Manager Program - Finance
2011-2011 - The University of Kansas
(Accelerated Mini MBA)
2001-2002 - University of Missouri-Columbia
BGS ((Business, Communications, Political Science))
1990-1993
Matthew Wilson Skills
- Sales Management
- Business Strategy
- Series 7
- Asset Allocation
- Retail
- Call Center
- Mutual Funds
- Wealth Management
- Strategy Development
- Remote Management
- Retail Management
- Restructuring
- Operations Management
- Series 24
- Investments
- Call Centers
- Change Management
- Remote Infrastructure Management
- Risk Management
- Strategy
- Store Management
- Uniform Combined State Law
- Series 63
- Banking
- Relationship Management
- Trading
- Business Development
- FINRA
- Securities
- Portfolio Management
- Investment Advisory
- Strategic Financial Planning
- Equities
- Financial Services
- Fixed Income
- ETFs
- Asset Management
- Financial Markets
- Analytics
- Financial Advisory
- Retirement Planning
- Finance
- Options
- Sales
- Series 65
- Investment Strategies
- Management
- Leadership
- Strategic Planning
- Marketing
- Public Speaking
- Securities Regulation
- Financial Planning
- Remote Infrastructure
- Microsoft Excel
- Uniform Combined State
- Project Management
- Strategic Financial
- Microsoft Office
Matthew Wilson Summary
- Matthew Wilson, based in Sarasota, FL, US, is currently a Managing Director-Divisional Director, Chase Wealth Management JP Morgan Chase, Central and South at JPMorgan Wealth Management. Matthew Wilson brings experience from previous roles at Morgan Stanley, Equity Trust Company, Scottrade and TD Ameritrade. Matthew Wilson holds a 2010 - 2011 Harvard Business School. With a robust skill set that includes Sales Management, Business Strategy, Series 7, Asset Allocation, Retail and more. Matthew Wilson has 3 emails and 3 mobile phone numbers on RocketReach.
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