2007 -
2009 National Director Sales and Marketing @
2001 -
2007 Regional Manager @
1998 -
2001 wealth management consultant @
1990 -
1998 Portfolio Manager @ BankBoston
Michael Wilson Education
Assumption University
BS (Accounting)
1982
-
1986
Michael Wilson Skills
Wealth Management
Portfolio Management
Investments
Asset Managment
Banking
Private Banking
Securities
Strategic Financial Planning
Investment Advisory
Financial Analysis
Series 7
Business Development
Credit
Strategic Planning
Wealth
Equities
Alternative Investments
Sales
Asset Management
High Net Worth Individuals
Risk Management
Finance
Relationship Management
Financial Services
Leadership
Public Speaking
Michael Wilson Summary
Michael Wilson, based in Raleigh, NC, US, is currently a Managing Director Wealth Management at First Citizens Bank. Michael Wilson brings experience from previous roles at Comerica, Wells Fargo and First Union. Michael Wilson holds a 1982 - 1986 BS in Accounting @ Assumption University. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Asset Managment, Banking and more. Michael Wilson has 1 emails and 1 mobile phone numbers on RocketReach.
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