Sean Wilson Email & Phone Number
Managing Director, Third-Party Advisor Solutions @ TIAA
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Sean Wilson Location
- Bethesda, MD, US
Sean Wilson Work
- Managing Director, Third-Party Advisor Solutions @ (September 2024 - Present)
- Senior Director | Product and Portfolio Solutions and Distribution--Wealth Management @ (November 2018 - September 2024)
- Director, Integrated Solutions and Wholesaler @ (March 2015 - November 2018)
- Wealth Management Advisor @ (October 2012 - March 2015)
- Private Wealth Advisor @ (July 2010 - July 2012)
- Financial Advisor @ (February 2006 - September 2008)
- Financial Advisor @ (January 2003 - February 2006)
- Co-Founder and CEO @ NULOGIX LLC (May 2002 - January 2003)
- Financial Advisor Assistant @ (July 2001 - May 2002)
Sean Wilson Education
- New York University - Leonard N. Stern School of Business
MBA (Finance & Economics)
2008-2010 - University of Maryland
B.S. (Finance)
Sean Wilson Skills
- Management
- Sales
- Sales Management
- Series 24
- New Business Development
- Wealth Management Services
- Business Development
- Annuities
- Series 7
- Equities
- Investments
- Financial Planning
- Series 63
- Series 3
- Series 6
- Series 66
- Asset Management
- Asset Allocation
- Asset Protection
- Institutional Investors
- Endowments
- Problem Solving
- Business Analysis
- Systems Analysis
- Business Efficiency
- Business Strategy
- Private Equity
- Hedge Funds
- Equity Derivatives
- Credit Derivatives
- FX Derivatives
- Interest Rate Derivatives
- Life, Accident & Health Insurance
- Strategic Financial Planning
- Due Diligence
- PowerPoint
- Officers
- Life
- Solutions
- Strategic Planning
- Support
- Wealth Management
- Microsoft Office
- Portfolio Managers
- Research
- Accident And Health Insurance
Sean Wilson Summary
- Sean Wilson, based in Bethesda, MD, US, is currently a Managing Director, Third-Party Advisor Solutions at TIAA. Sean Wilson brings experience from previous roles at TIAA and Goldman, Sachs & Co.. Sean Wilson holds a 2008 - 2010 MBA in Finance & Economics @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Management, Sales, Sales Management, Series 24, New Business Development and more. Sean Wilson has 3 emails and 2 mobile phone numbers on RocketReach.
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