FinTech Selection Committee Member @ (January 2021 - Present)
EVP Orion Tech Suite @ (September 2022 - December 2024)
Executive Vice President, President AdvisoryWorld @ (January 2018 - January 2021)
President and Chief Executive Officer @ (January 2017 - January 2018)
Chief Operating Officer @ (January 2013 - January 2017)
Senior Vice President Of Technology, Operations, Marketing and Business Development @ (January 2000 - January 2013)
Michael Wilson Education
University of Southern California
BS Business (Entrepreneurship)
1997-2000
University of San Diego 1996-1997
Michael Wilson Skills
AI & Machine Learning
Adobe Target
Agile & Waterfall Methodologies
Agile Methodologies
Alternative Investments
Amazon Web Services (AWS)
Analytics
Angel Investing
Artificial Intelligence (AI)
Asset Allocation
Asset Management
Data Aggregation
Data Analytics & Insights
Data Mining
Digital Transformation & Automation
ETFs
Entrepreneurship
Entrepreneurship & Leadership
Equities
Equity Trading
Finance
Financial Advisory
Financial Planning
Financial Services
Financial Technology
Go-to-Market Strategy
Google Analytics
Google Suite
Innovation & Digital Transformation
Investment Advisory
Investment Advisory Services
Investment Management
Investment Strategies
Investments
Jira
Leadership
Leadership
Legal Document Preparation
Manager Selection
Mergers & Acquisitions (M&A)
Microsoft Excel
Mutual Funds
MySQL
Personal Financial Planning
Portfolio Management
Private Equity
Product Development
Product Development & Innovation
Product Strategy & Innovation
Regulatory Compliance & Risk Management
Regulatory Technology
Sales & Marketing Strategy
Salesforce.com Administration
Securities
Series 63
Series 7
Strategic Consulting
Strategic Financial Planning
Strategic Planning
Team Leadership
Trading Platforms & Risk Intelligence
Wealth Management
Wealth Management Technology
Wealth Technology (WealthTech)
WordPress
Michael Wilson Summary
Michael Wilson, based in Encinitas, CA, US, is currently a Co-Founder and CEO at hamachi.ai. Michael Wilson brings experience from previous roles at Brillivest, Franklin Templeton, Orion and LPL Financial. Michael Wilson holds a 1997 - 2000 BS Business in Entrepreneurship @ University of Southern California. With a robust skill set that includes AI & Machine Learning , Adobe Target, Agile & Waterfall Methodologies, Agile Methodologies, Alternative Investments and more. Michael Wilson has 2 emails and 3 mobile phone numbers on RocketReach.
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