S. Wilson Email & Phone Number
Managing Director, Performance Reporting @ Mariner Wealth Advisors
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S. Wilson Location
- Orlando, FL, US
S. Wilson Work
- 2024 -now Managing Director, Performance Reporting @
- 2022 -2024 Executive Director of Performance Reporting @
- 2020 -2023 Performance Reporting Director @
- 2018 -2020 Client Solutions Consultant @
- 2017 -2018 Client Solutions Specialist @
- 2014 -2017 Project Specialist, Group Benefits @
- 2014 -2014 Financial Solutions Advisor @
- 2013 -2014 Commissions and Claims Coordinator @
- 2011 -2013 Account Executive, Group Benefits @
- 2011 -2011 Customer Processing Associate II @
- 2010 -2011 Performance Analyst @
- 2010 -2010 Intern, Performance and Reporting @
- 2009 -2009 Intern, Corporate Actions @
S. Wilson Education
- Stetson University
Bachelor of Business Administration (BBA), summa cum laude (Finance and Management)
2006-2010 - St. Augustine High School 2002-2006
S. Wilson Skills
- Licensed Life & Health Insurance Agent
- Microsoft Office
- Microsoft Excel
- Financial Analysis
- Data Analysis
- Employee Benefits
- Benefits Administration
- Employee Relations
- Account Management
- Health Insurance
- Mutual Funds
- Risk Management
- Investments
- Series 7
- Asset Allocation
- Securities
- Equities
- Finance
- Life Insurance
- Financial Planning
- Retirement Planning
- Leadership
- Project Management
- Process Improvement
- Trading
S. Wilson Summary
- S. Wilson, based in Orlando, FL, US, is currently a Managing Director, Performance Reporting at Mariner. S. Wilson brings experience from previous roles at AndCo Consulting. S. Wilson holds a 2006 - 2010 Bachelor of Business Administration (BBA), summa cum laude in Finance and Management @ Stetson University. With a robust skill set that includes Licensed Life & Health Insurance Agent, Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis and more. S. Wilson has 2 emails on RocketReach.
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