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 @ JPMorgan Chase & Co.
2018 - 2021 President E*Trade Advisor Services @ Morgan Stanley
2015 - 2018 CEO @ Equity Trust Company

2012 - 2015 President and CEO Scottrade Brokerage @ Scottrade
2004 - 2012 Head of Retail Sales (Branch Network) and Guidance Solutions @ TD Ameritrade
1998 - 2004 VP - Senior Sales Director @ Charles Schwab
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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

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Matthew Wilson Skills

Sales Management
Business Strategy
Series 7

Asset Allocation
Retail
Call Center
Mutual Funds
Wealth Management
Strategy Development
Remote Management

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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 4 emails and 3 mobile phone numbers on RocketReach.

Matthew Wilson Emails

Found 4 emails

Matthew Wilson Phone Numbers

Found 6 phone numbers

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