Marcus Wilson Email and Phone Number
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Marcus Wilson personal email
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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.
Dynasty Financial Partners
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Senior Vice President, Investment Platforms ManagementDynasty Financial Partners Jan 2019 - PresentSt Petersburg, Florida, Us -
Senior Vice President, Head Of Investment OperationsDynasty Financial Partners Dec 2013 - Feb 2019St Petersburg, Florida, Us -
Vice President, Wealth Management And Platform OperationsDynasty Financial Partners Dec 2010 - Dec 2013St Petersburg, Florida, UsDynasty 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 -
Assistant Vice PresidentU.S. Trust, Bank Of America Private Wealth Management, Merrill Lynch Pierce Fenner And Smith Nov 2008 - Dec 2010UsServed 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. -
Sales AssistantBanc Of America Investments Oct 2007 - Nov 2008Charlotte, Nc, Us -
Poa ProgramMerrill Lynch Mar 2007 - Oct 2007New York, Ny, Us -
Football PlayerBriganti Napoli Jan 2006 - Sep 2006Played american football for the Briganti Napoli in Napoli, Italy.
Marcus Wilson Skills
Marcus Wilson Education Details
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University Of Notre DameSociology -
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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