Mac Wilson Email and Phone Number
Mac Wilson work email
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Mac Wilson personal email
Mac Wilson is a Director- Performance & Reporting Haverford Trust Company at The Haverford Trust Company. He possess expertise in crm, strategic planning, portfolio management, financial services, business analysis and 3 more skills. Colleagues describe him as "As a former colleague and personal friend of Mac's, I can firmly attest to his dedication to his work and his foremost desire to fulfill the needs of his clients. Mac is a personable and extremely knowledgeable manager who combines his investment expertise and wealth management background to solve the many business-related issues of his clients, including; portfolio management, performance measurement and reporting, and trade processing. Mac is uniquely positioned and suited to tackle the ever-changing and expanding needs of his clients, constantly enhancing the client experience, improving efficiencies, and exceeding their expectations."
The Haverford Trust Company
View- Website:
- haverfordquality.com
- Employees:
- 123
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Director, Reporting & PerformanceThe Haverford Trust Company Sep 2021 - Present
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Director Of Client Service & PerformanceInvestedge, Inc. Jan 2018 - Aug 2021 -
DirectorInvestedge, Inc. 2012 - Aug 2021
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Client Relationship And Implementation ManagerInvestedge, Inc. Aug 2011 - Aug 2021Greater Philadelphia AreaConsult with prospective clients to review their current trading, performance reporting, compliance, and reporting capabilities to uncover possible benefits of implementing the InvestEdge suite of products. Manage client conversions to the InvestEdge platform and ensure their smooth transition. Support ongoing client needs and identify short and long term areas for growth and improvement in their use of our platform. Assist in the long term development and expansion of the InvestEdge suite of products.
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Vp Investment OperationsTiedemann Trust Company 2004 - Aug 2011 -
Supervisor- Global Custody OperationsInvestors Bank And Trust Jan 1999 - Dec 2003
Mac Wilson Skills
Mac Wilson Education Details
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Biology, Communications
Frequently Asked Questions about Mac Wilson
What company does Mac Wilson work for?
Mac Wilson works for The Haverford Trust Company
What is Mac Wilson's role at the current company?
Mac Wilson's current role is Director- Performance & Reporting Haverford Trust Company.
What is Mac Wilson's email address?
Mac Wilson's email address is mw****@****dge.com
What schools did Mac Wilson attend?
Mac Wilson attended Kaplan College, Mcdaniel College.
What skills is Mac Wilson known for?
Mac Wilson has skills like Crm, Strategic Planning, Portfolio Management, Financial Services, Business Analysis, Securities, Equities, Fixed Income.
Who are Mac Wilson's colleagues?
Mac Wilson's colleagues are Len M. Castor, Mba, David Brune, Cfa, Chris Goodwin, Cynthia A. Zickel, Cfp ®, Mark Andricola Csop, Sarah Harrity, Carrie Lauer.
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