Marcus Wilson

Marcus Wilson Email and Phone Number

Senior Vice President, Investment Platforms Management at Dynasty Financial Partners @ Dynasty Financial Partners
Marcus Wilson's Location
St Petersburg, Florida, United States, United States
Marcus Wilson's Contact Details

Marcus Wilson work email

Marcus Wilson personal email

About Marcus Wilson

Marcus Wilson is a Senior Vice President, Investment Platforms Management at Dynasty Financial Partners at Dynasty Financial Partners. He possess expertise in investments, wealth management, finance, investment management, estate planning and 16 more skills.

Marcus Wilson's Current Company Details
Dynasty Financial Partners

Dynasty Financial Partners

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Senior Vice President, Investment Platforms Management at Dynasty Financial Partners
Marcus Wilson Work Experience Details
  • Dynasty Financial Partners
    Senior Vice President, Investment Platforms Management
    Dynasty Financial Partners Jan 2019 - Present
    St Petersburg, Florida, Us
  • Dynasty Financial Partners
    Senior Vice President, Head Of Investment Operations
    Dynasty Financial Partners Dec 2013 - Feb 2019
    St Petersburg, Florida, Us
  • Dynasty Financial Partners
    Vice President, Wealth Management And Platform Operations
    Dynasty Financial Partners Dec 2010 - Dec 2013
    St Petersburg, Florida, Us
    Dynasty Financial Partners is the leading provider of investment and technology platforms for independent financial advisors with sophisticated client needs. We offer a comprehensive open-architecture platform of the finest wealth management solutions and technology to help independent advisors best protect and grow their clients’ wealth with absolute objectivity.Based in New York, Dynasty Financial Partners is led by a team of executives with extensive experience across all aspects of the wealth management industry and a passion for open-architecture, independence, client advocacy and partnership. We have the highest quality and most comprehensive platform to facilitate the transition of investment advisors to an independent structure, which allows for transparent, unbiased advocacy for their clients.www.dynastyfinancialpartners.com
  • U.S. Trust, Bank Of America Private Wealth Management, Merrill Lynch Pierce Fenner And Smith
    Assistant Vice President
    U.S. Trust, Bank Of America Private Wealth Management, Merrill Lynch Pierce Fenner And Smith Nov 2008 - Dec 2010
    Us
    Served on a private client wealth management team that managed $6B in AUM focusing on banking, credit, investment management and trust and estate planning for ultra-high net worth clients. In 2009, our team was recognized and ranked #28 in the “Top 100 Financial Advisors” list by Barron’s. Primary responsibilities included overseeing the teams daily operational workflows and client servicing.
  • Banc Of America Investments
    Sales Assistant
    Banc Of America Investments Oct 2007 - Nov 2008
    Charlotte, Nc, Us
  • Merrill Lynch
    Poa Program
    Merrill Lynch Mar 2007 - Oct 2007
    New York, Ny, Us
  • Briganti Napoli
    Football Player
    Briganti Napoli Jan 2006 - Sep 2006
    Played american football for the Briganti Napoli in Napoli, Italy.

Marcus Wilson Skills

Investments Wealth Management Finance Investment Management Estate Planning Financial Advisory Portfolio Management Wealth Management Services Asset Management Equities Banking Hedge Funds Wealth Sales Management Fixed Income Alternative Investments Capital Markets Series 7 Credit Leadership

Marcus Wilson Education Details

  • University Of Notre Dame
    University Of Notre Dame
    Sociology
  • Poly Prep Country Day School
    Poly Prep Country Day School

Frequently Asked Questions about Marcus Wilson

What company does Marcus Wilson work for?

Marcus Wilson works for Dynasty Financial Partners

What is Marcus Wilson's role at the current company?

Marcus Wilson's current role is Senior Vice President, Investment Platforms Management at Dynasty Financial Partners.

What is Marcus Wilson's email address?

Marcus Wilson's email address is ma****@****ail.com

What is Marcus Wilson's direct phone number?

Marcus Wilson's direct phone number is +191750*****

What schools did Marcus Wilson attend?

Marcus Wilson attended University Of Notre Dame, Poly Prep Country Day School.

What are some of Marcus Wilson's interests?

Marcus Wilson has interest in Football, New Technology, Social Services, Children, Snowboarding, Environment, Education, Reading, Science And Technology, Astrology.

What skills is Marcus Wilson known for?

Marcus Wilson has skills like Investments, Wealth Management, Finance, Investment Management, Estate Planning, Financial Advisory, Portfolio Management, Wealth Management Services, Asset Management, Equities, Banking, Hedge Funds.

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