Wilson Munoz Email & Phone Number
Founder and Principal Wealth Advisor @ WM Private Wealth Management
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Wilson Munoz Location
- Somerville, NJ, US
Wilson Munoz Work
- Founder and Principal Wealth Advisor @ (October 2020 - Present)
- Wealth Advisor and Managing Partner @ (December 2014 - April 2025)
- Financial Specialist @ (July 2011 - January 2017)
- East Regional Tour Manager @ (September 2011 - September 2012)
- Team Assistant @ (February 2011 - May 2011)
- Administrator and Bookkeeper @ 24/7 Road Service Inc. (August 2003 - April 2011)
Wilson Munoz Education
- Montclair State University
BS (Business Administration; Finance; Management)
2008-2010 - Middlesex College
AS (Business Administration: Finance; Management)
2006-2008 - Dunellen High School
Wilson Munoz Skills
- Financial Planning
- Investments
- Business Planning
- Cash Flow
- Estate Planning
- Cash Flow Analysis
- Insurance
- Financial Advisory
- Financial Analysis
- Tax Strategies
- Financial Planners
- Finance
- Accounting
- Social Media
- Customer Service
- Leadership
- Management
- Microsoft Excel
- Retirement
- Retirement Planning
- Sales
- Small Business
- Soccer
- Analysis
- Managerial Finance
- Dec Alpha
- Vendors
- Conforming
- Outlook
- Spanish
- Promoting
- Six Sigma
- Tax
- Training
- Accounts Payable
- Microsoft Word
- Inventory
- Investment Portfolios
- Economics
- Honor
- Communication
- Financial Statements
- Client Accounts
- Business Strategy
- Forms
- Liaise
- Portfolio
- Bookkeeping
- Estate Law
- Working Capital Management
- County
- Concentrations
- Business Development
- Total Return
- Asset Allocation
- Databases
- Avenue
- PowerPoint
- OS X
- Capital
- Tax Returns
- Raritan
- Short Term
- Appointment Scheduling
- Documentation
- Project Planning
- Organizational Structure
- Budgeting
- Income Tax
- Coordinated
- Scholarships
- Oak
- Road
- Cash Flow Forecasting
- Project Management
- Executive Management
- Internal Audit
- Net
- Accounts Receivable
- Foundation
- Athletic Training
- Microsoft Applications
- Securities
- Adobe
- C
- Calculations
- Related Courses
- Written
- Payroll
- Business Administration
- Business Services
- Theory
- Meetings
- Obtain
- Tracker
- Corporate Finance
- Suppliers
- Quality Control
- Reports
- System Monitoring
- Conceptual Modeling
- CNG
- Life Insurance
- Point of Sale
- Series 6
- Scheduling
Wilson Munoz Summary
- Wilson Munoz, based in Somerville, NJ, US, is currently a Founder and Principal Wealth Advisor at WM Private Wealth Management. Wilson Munoz brings experience from previous roles at Northeast Wealth Planners, Northeast Planning Corporation, Nike and The Ayco Company L.P., A Goldman Sachs Company. Wilson Munoz holds a 2008 - 2010 BS in Business Administration; Finance; Management @ Montclair State University. With a robust skill set that includes Financial Planning, Investments, Business Planning, Cash Flow, Estate Planning and more. Wilson Munoz has 2 emails and 2 mobile phone numbers on RocketReach.
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Top WM Private Wealth Management Employees
Wilson Munoz
Founder and Principal Wealth Advisor
Somerville, NJ, US
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