Brad Wilson
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Brad Wilson Email & Phone Number

Certified Financial Planner at Perspective Financial Services
Location: Mesa, Arizona, United States 10 work roles 1 school
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Role
Certified Financial Planner
Location
Mesa, Arizona, United States
Company size

Who is Brad Wilson? Overview

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Quick answer

Brad Wilson is listed as Certified Financial Planner at Perspective Financial Services, a with 133841 employees, based in Mesa, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Brad Wilson.

Brad Wilson previously worked as Senior Business Analyst at Intel Corporation and Business Systems Manager at Intel Corporation. Brad Wilson holds Master Of Business Administration - Mba, Business Administration And Management, General from Arizona State University.

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Email format at Perspective Financial Services

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Perspective Financial Services

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Profile bio

About Brad Wilson

For over two decades, I've dedicated myself to mastering the art of business analysis, systems management, and financial planning. My career at Intel is a journey of relentless improvements, innovation, and leadership in making data-driven decisions.I began as a Process Technician, taking on the challenges of troubleshooting and refining semiconductor manufacturing processes. As I advanced, I embraced new roles like Operations Manager and Business Analyst, where I honed my skills in budget forecasting, capacity modeling, and IT solutions development.As a seasoned Business Systems Manager at Intel, I led a team to maintain and enhance business systems, ensuring flawless data integrity. My analytical acumen extends to developing strategic business models and benchmarking industry prices, influencing notable data-driven decisions.Outside Intel, I founded Wilson Investment Strategies, where I crafted and monitored personalized financial strategies for my clients. This was a progression from my time as a Registered Principal managing a branch office.My formal education includes an MBA focused on financial analysis, supply chain, and strategy, along with a Certified Financial Planner certificate. This robust educational background equips me with the knowledge to excel in complex environments.Beyond my professional life, I cherish moments with my family, immerse myself in music, and passionately support my favorite sports teams.Let's connect and explore opportunities where we can work together. Whether it’s in business analytics, systems management, or financial planning, I'm eager to bring value to our collaboration.

Current workplace

Brad Wilson's current company

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Perspective Financial Services
Perspective Financial Services
Certified Financial Planner
Mesa, AZ, US
Website
Employees
133841
AeroLeads page
10 roles

Brad Wilson work experience

A career timeline built from the work history available for this profile.

Senior Business Analyst

Current

Chandler, Arizona, United States

Manage $70M business group annual budget; capacity and headcount modeling; systems/IT strategy customization; data analytics; strategic return on investment analysis

Jan 2018 - Present

Business Systems Manager

Chandler, Arizona, United States

Managed business group's systems team; 5 direct reports; new systems development

Jan 2016 - Jan 2018

Business Analyst

Chandler, Arizona, United States

Data analysis, forecasting, benchmarking

Jan 2008 - Jan 2016

Operations Manager

Chandler, Arizona, United States

Managed 2 shifts of manufacturing technicians; 17 direct reports

Jan 2007 - Jan 2008

Process Technician

Chandler, Arizona, United States

Troubleshoot process defects; trained new technicians

Jan 2001 - Jan 2007

Training Specialist

Chandler, Arizona, United States

Coordinated training of new and advancing technicians

Oct 2000 - Jan 2001

Investment Professional

Wilson Investment Strategies

Mesa, Arizona, United States

Sole proprietor of a financial planning firm; managed client investment portfolios; securities licensed (7, 24, 63, 65); CFP certificant

Jan 1999 - Jan 2002

Registered Principal

Phoenix, Arizona, United States

Supervised transactions of a branch office; hired and trained new representatives

May 1997 - Jan 1999
Team & coworkers

Colleagues at Perspective Financial Services

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1 education record

Brad Wilson education

FAQ

Frequently asked questions about Brad Wilson

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What company does Brad Wilson work for?

Brad Wilson works for Perspective Financial Services.

What is Brad Wilson's role at Perspective Financial Services?

Brad Wilson is listed as Certified Financial Planner at Perspective Financial Services.

Where is Brad Wilson based?

Brad Wilson is based in Mesa, Arizona, United States while working with Perspective Financial Services.

What companies has Brad Wilson worked for?

Brad Wilson has worked for Perspective Financial Services, Intel Corporation, Wilson Investment Strategies, Independent Capital Management, and The Church Of Jesus Christ Of Latter-Day Saints.

Who are Brad Wilson's colleagues at Perspective Financial Services?

Brad Wilson's colleagues at Perspective Financial Services include Muhammad Faiz Ahmad Fauzi, Prem Kumar Pandey, Nidhi Subhash, Kirill Shutemov, and Crystal Cardenas.

How can I contact Brad Wilson?

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What schools did Brad Wilson attend?

Brad Wilson holds Master Of Business Administration - Mba, Business Administration And Management, General from Arizona State University.

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