Senior Vice President, Investment Platforms Management
Current
Jan 2019 - Present
AeroLeads people directory · profile
Marcus Wilson Email & Phone Number
Senior Vice President, Investment Platforms Management at Dynasty Financial Partners
at
Dynasty Financial Partners
1 work email found
@dynastyfinancialpartners.com
4 phones found area 917 and 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Investment Platforms Management at Dynasty Financial Partners
Location
St Petersburg, Florida, United States
Who is Marcus Wilson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Marcus Wilson is listed as Senior Vice President, Investment Platforms Management at Dynasty Financial Partners at Dynasty Financial Partners, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at dynastyfinancialpartners.com, phone signal with area code 917, 212, and a matched LinkedIn profile for Marcus Wilson.
Marcus Wilson previously worked as Senior Vice President, Investment Platforms Management at Dynasty Financial Partners and Senior Vice President, Head of Investment Operations at Dynasty Financial Partners. Marcus Wilson holds Bachelor Of Arts - Ba, Sociology from University Of Notre Dame.
Company email context
Email format at Dynasty Financial Partners
This section adds company-level context without repeating Marcus Wilson's masked contact details.
{first}{last}@dynastyfinancialpartners.com
86% confidence
AeroLeads found 1 current-domain work email signal for Marcus Wilson. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Wealth Management, Finance, Investment Management, and 17 others.
Current workplace
Marcus Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Marcus Wilson work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Head Of Investment Operations
Dec 2013 - Feb 2019
Vice President, Wealth Management And Platform Operations
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.
Dec 2010 - Dec 2013
Assistant Vice President
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.
Nov 2008 - Dec 2010
Sales Assistant
Oct 2007 - Nov 2008
Poa Program
Mar 2007 - Oct 2007
Football Player
Briganti Napoli
Played american football for the Briganti Napoli in Napoli, Italy.
Jan 2006 - Sep 2006
2 education records
Marcus Wilson education
Bachelor Of Arts - Ba, Sociology
University Of Notre Dame
Education record
Poly Prep Country Day School
FAQ
Frequently asked questions about Marcus Wilson
Quick answers generated from the profile data available on this page.
What company does Marcus Wilson work for?
Marcus Wilson works for Dynasty Financial Partners.
What is Marcus Wilson's role at Dynasty Financial Partners?
Marcus Wilson is listed as Senior Vice President, Investment Platforms Management at Dynasty Financial Partners at Dynasty Financial Partners.
What is Marcus Wilson's email address?
AeroLeads has found 1 work email signal at @dynastyfinancialpartners.com for Marcus Wilson at Dynasty Financial Partners.
What is Marcus Wilson's phone number?
AeroLeads has found 4 phone signal(s) with area code 917, 212 for Marcus Wilson at Dynasty Financial Partners.
Where is Marcus Wilson based?
Marcus Wilson is based in St Petersburg, Florida, United States while working with Dynasty Financial Partners.
What companies has Marcus Wilson worked for?
Marcus Wilson has worked for Dynasty Financial Partners, U.S. Trust, Bank Of America Private Wealth Management, Merrill Lynch Pierce Fenner And Smith, Banc Of America Investments, Merrill Lynch, and Briganti Napoli.
How can I contact Marcus Wilson?
You can use AeroLeads to view verified contact signals for Marcus Wilson at Dynasty Financial Partners, including work email, phone, and LinkedIn data when available.
What schools did Marcus Wilson attend?
Marcus Wilson holds Bachelor Of Arts - Ba, Sociology from University Of Notre Dame.
What skills is Marcus Wilson known for?
Marcus Wilson is listed with skills including Investments, Wealth Management, Finance, Investment Management, Estate Planning, Financial Advisory, Portfolio Management, and Wealth Management Services.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial