Michael Wilson Email & Phone Number

Encinitas, CA, US

Omaha, NE, US

• Lead innovation and technology integration for Orion’s wealth management platform, focusing on AI, machine learning, and data-driven solutions.
• Oversee the development and implementation of advanced tools for CRM, portfolio management, trading, and risk intelligence, serving high-net-worth and institutional clients.
• Drive Orion's AI strategy, incorporating natural language processing, predictive analytics, and data governance to enhance client engagement and ensure regulatory compliance.
• Collaborate with internal teams and external partners to deliver scalable, forward-looking technology solutions that anticipate industry trends and challenges.
• Manage strategic initiatives across product development, pricing, and client engagement, driving growth and innovation within Orion’s technology suite.

• Provide strategic consulting services to Registered Investment Advisor (RIA) firms and wealth technology companies, focusing on growth, innovation, and operational efficiency.
• Extensive experience working with private equity firms to identify and nurture high-potential RIA and wealth tech startups, driving value creation and scaling businesses for success.
• Developed and led Brillivest's Outsourced CTO (OCTO) services, leveraging extensive experience to deliver high-impact technology leadership tailored to RIAs, aggregators, and PE-backed firms.
• Develop comprehensive go-to-market strategies, particularly for fintech and wealth management firms, leading to successful product launches and business growth.
• Conduct in-depth assessments of technology offerings, ensuring alignment with industry trends and optimizing for regulatory compliance and risk management.
• Lead AI and machine learning initiatives for wealth management firms, advising on the development of data-driven solutions to enhance client engagement and portfolio management.

San Mateo, California, US

Locate, interview, vet and approve/deny young financial technology companies for Franklin Templeton.EvoNexus, an incubator that helps startups bring their creativity to bear on novel market opportunities, has come together with strategic partners Franklin Templeton and Royal Bank of Canada who bring over 100 years of experience in regulatory, growth, and.

San Diego, CA, US

• Imagined, Designed and Oversaw Development and Implementation of a Risk Scoring for Supervision product, recognized as an innovative approach to complying with regulation best interest.
• Conceptualized a “Forum” of power users and non-users alike in order to improve customer experience by eliciting product and service-related feedback.
• Defined the product roadmap and prioritized the product backlog for the Advisor Proposal Tool product while partnering with internal stakeholders to extend core product competencies into various customer workflows.
• Envisioned and launched a product growth and adoption strategy, which focused on usability over utility by measuring impact as a function of feasibility and resulted in a greater than 200% increase in product usage.
• Implemented analytics and digital marketing as part of a product activation plan leading to an increase of $2B+ of new Assets Under Management (AUM) on the advisory platform.
• Integrated team into larger organization while setting example for others in firm as part of cultural transformation initiative. Direct team was recognized by LPL as having the highest engagement within the IIS Division.

San Diego, California, US

• Created, planned, implemented, and integrated strategic direction of organization.
• Managed P&L. Increased profitability by driving revenue growth while decreasing expenses.
• Negotiated with in-bound acquisitive suitors and drove the process of selling business to LPL Financial.
• Hired fractional investment banker/CFO to assist with financials, KPIs, and negotiations.
• Participated with legal team in drafting and negotiation of stock purchase agreement.
• Increased team size by 40% and sales by 30%.

San Diego, California, US

• Designed and implemented business strategies, plans, and procedures.
• Authored and governed security policy, privacy policy, Clean Deck policy, password policy, and incident response plan.
• Created comprehensive goals for performance and growth.
• Established policies that promoted company culture and vision.
• Oversaw daily operations of company and work of leaders.
• Grew team by 500%.

San Diego, California, US

• Drove sales efforts through lead generation and forged relationships with Wealth Tech leaders and channel partners, leading to brand recognition and cross-marketing/sales opportunities.
• Grew team by 200%.
• Procured and managed in-house, on-shore and offshore development/engineering teams.
• Developed and fulfilled marketing campaign, including traditional print campaigns, PR, and digital media including Google Analytics, AdWords, SEO, blogs, and social media (Twitter, Facebook and LinkedIn).
• Developed wireframes with customer feedback by way of focus groups and one-off gatherings.
• Worked closely with clients and industry leaders with a hands-on project management hat on to design, develop and launch the SCANalytics Hypothetical Illustration, Portfolio Analytics and Investment Analytics.

Bs Business, Entrepreneurship

Education record