Chief Strategy Officer @ (April 2023 - October 2023)
Consultant - Solutions Development and Management @ (January 2022 - April 2023)
Vice President @ (March 2005 - December 2020)
Sr Vice President, Chief Operating Officer @ Alexander Key Investments, a division of SunTrust Capital Markets (May 2002 - March 2005)
Rich Wilz Education
Boston University
Master of Business Administration
1998-2001
Boston College
Bachelor of Science
1989-1993
Rich Wilz Skills
Series 63
Financial Services
Series 7
Investments
Fixed Income
Securities
Mutual Funds
Equities
Wealth Management
Alternative Investments
FINRA
Risk Management
Rich Wilz Summary
Rich Wilz, based in Boston, MA, US, is currently a Chief Strategy Officer at Innovayte. Rich Wilz brings experience from previous roles at Equity Advisor Solutions, LLC., Hightower Advisors, Fidelity Investments and Alexander Key Investments, a division of SunTrust Capital Markets. Rich Wilz holds a 1998 - 2001 Master of Business Administration @ Boston University. With a robust skill set that includes Series 63, Financial Services, Series 7, Investments, Fixed Income and more. Rich Wilz has 2 emails and 1 mobile phone numbers on RocketReach.
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