Matthew Wilson

Matthew Wilson Email and Phone Number

Fisher Investments Private Client Group | Special Operations Veteran | Alternative Investments @ R Circle
camas, washington, united states
Matthew Wilson's Location
Dallas, Texas, United States, United States
Matthew Wilson's Contact Details

Matthew Wilson work email

Matthew Wilson personal email

About Matthew Wilson

⚓️ As a seasoned wealth management and investment management professional, I bring over 14 years of leadership experience from my time as a Navy Diver in Special Operations. During my military career, I led high-performing teams through complex, high-stakes projects while honing skills in strategic thinking, relationship-building, and problem-solving under pressure.Throughout my journey, I balanced intense missions with continuous learning, earning an MBA from The Citadel and seeking mentorship from industry leaders to refine my financial acumen. This blend of military discipline and academic rigor has shaped my approach to wealth management, and I am now eager to apply these skills to the world of retail wealth management.My unique background has equipped me with a deep understanding of human behavior, the ability to lead diverse teams, and a passion for empowering others to achieve their goals. I thrive on developing personalized, forward-thinking financial strategies, and I’m committed to building long-term relationships with clients, just as I did with my teams in the military.At my core, I am driven by a desire to make a positive impact—whether it’s motivating individuals, nurturing growth, or leading others toward financial success. Now that I’m focused on my next chapter, I’m looking to leverage my expertise and passion for empowering others in a retail wealth management role.When I’m not focused on professional growth, you’ll find me spending time with my family or staying active through sports like lacrosse, all while continuing to learn and improve—because growth is a lifelong pursuit.Top 5 Gallup Strengths: Deliberative | Learner | Individualization | Focus | Restorative

Matthew Wilson's Current Company Details
R Circle

R Circle

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Fisher Investments Private Client Group | Special Operations Veteran | Alternative Investments
camas, washington, united states
Website:
theRcircle.com
Employees:
12
Matthew Wilson Work Experience Details
  • R Circle
    R Circle
  • Fisher Investments
    Investment Counselor, Private Client Group
    Fisher Investments Oct 2023 - Present
  • Elite Meet
    Member / Recruiting Volunteer
    Elite Meet Oct 2020 - Present
    Dallas, Texas, United States
    A network-centric organization, Elite Meet provides opportunities for transitioning elite military to connect with corporate partners, learn about a variety of industries, and most importantly, to interact with a community of peers with a shared experience.
  • The Honor Foundation
    Alumni Cohort G37V
    The Honor Foundation Jan 2021 - Present
    Dallas, Texas, United States
    The Honor Foundation (THF) is a unique transition institute created exclusively for Navy SEALs and the U.S. Special Operations community. We provide a clear process for professional development and a diverse ecosystem of world class support and technology. Every step is dedicated to preparing these outstanding men and women to continue to realize their maximum potential during and after their service career.If you are looking for the one thing that makes THF special, it may be this: every decision we make is the product of co-creation with actual members of the Special Operations community. We seek their input constantly. We approach challenges the way they do. We strive to hold ourselves to their impeccable standards. We achieve because we follow the lead of the world’s highest achievers.The Mission: "To serve others with honor, for life. So, their next mission is clear and continues to impact the world."Specialties: Leadership • Team Building • Strategic Planning • Problem Solving • Budget Planning • Communications • Risk Management
  • Rockefeller Capital Management
    Private Wealth Associate, Rockefeller Global Family Office
    Rockefeller Capital Management Jul 2021 - Oct 2023
    Passionate about an internal role as an Alternative Investment Lead for client and fund manager relationships.Pilot program for Alternative Ordering processing tool to streamline visibility for greater client engagement.Day-to-day management of operational and financial aspects for revenue and expense tracking. Expanding marketing initiatives and project management timelines for business development.
  • Pultegroup
    Assistant Field Manager
    Pultegroup Jun 2021 - Jul 2021
    Dallas-Fort Worth Metroplex
  • The Vant Group
    Investment Banking Analyst
    The Vant Group Sep 2020 - Nov 2020
    Dallas, Texas, United States
    Developed the professional competencies supporting Managing Directors and Partners through the application of multiple valuation methodologies, financial modeling, market analysis, and various functions preparing client-facing meetings.Directed contact with new business development and lead acquisition process for buy and sell side small business clients.
  • Us Navy
    Team Supervisor - Navy Diver
    Us Navy Apr 2006 - Aug 2020
    Various
    Team Lead / Cross Organization Position in Aviation:Managed a team of six maintaining $9.5M critical F/A-18 Fighter Jet assets involving cross-department coordination.Selected for BCG’s pilot program pitching ideas for bottom-line improvements.First Class Diver / Team Lead:Continued the development a team of 25 highly-skilled employees repairing US Navy warships reducing costs and impacting mission readiness.Lead financial and data analysis for upper management to inform annual planning policies.Hand-selected by the US Naval Academy Program Director for mentorship and career skills training for 36 Midshipmen in leadership development and delivered presentations to senior executive management.Appointed by the Base Commander to led 101 VIP in six months with 29 personnel, a 265% increase in commitments from the previous year resulting in continued public relations and recruitment capabilities. Project Team Lead with external organizations for the International Human Powered Submarine Races; a STEM program sponsored by the Foundation for Underwater Research and Education. Increased visibility Chosen to a two-man team responsible for certifying one of the two deployable Mixed Gas Systems to ensure safety and quality assurance procedures for compliance and increased deep-diving capabilities. (Featured on Mighty Ships “USNS Grasp”.)Developed training curriculum to improve high-risk operational procedures and interoperability for 72 divers from 11 partner nations in Central America and Caribbean. Volunteered to work with the Material Manager in the initial electronic tracking program for company-wide assets and $2.8M in critical equipment.Supported US shipping assets in UAE for Anti-Terrorism/ Force Protection Deployment

Matthew Wilson Skills

Diving Underwater Salvage Force Protection Project Facilitation Public Speaking Fitness Training Tactical Shooting Team Oriented Triathlon Special Operations Security Clearance Military Physical Security Military Operations Navy Scuba Diving Training Military Experience Emergency Management Dod Weapons Team Oriented Project Management Intelligence Analysis National Security Operational Planning Human Resources Program Management Microsoft Office Leadership Team Building Customer Service Operational Risk Management Risk Management Leadership Development Training And Development Time Management Talent Management Organizational Development Strategic Human Resources Leadership

Matthew Wilson Education Details

Frequently Asked Questions about Matthew Wilson

What company does Matthew Wilson work for?

Matthew Wilson works for R Circle

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

Matthew Wilson's current role is Fisher Investments Private Client Group | Special Operations Veteran | Alternative Investments.

What is Matthew Wilson's email address?

Matthew Wilson's email address is mw****@****ail.com

What schools did Matthew Wilson attend?

Matthew Wilson attended The Citadel, American Military University, The University Of Kansas, Center For Explosive Ordnance Disposal And Diving (Ceneoddive), Center For Explosive Ordnance Disposal And Diving (Ceneoddive), Greenhill School.

What are some of Matthew Wilson's interests?

Matthew Wilson has interest in Hyperbaric Medicine, Crossfit Endurance, Sprint/olympic Triathlons, Leadership Seminars, Military Athlete, 5k Marathon Running, Advanced Research In Diving Theory.

What skills is Matthew Wilson known for?

Matthew Wilson has skills like Diving, Underwater Salvage, Force Protection, Project Facilitation, Public Speaking, Fitness Training, Tactical Shooting, Team Oriented, Triathlon, Special Operations, Security Clearance, Military.

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