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Michael Wilson, Cap® Email & Phone Number

Regional Director of Development, Central Region at National Philanthropic Trust
Location: Roanoke, Texas, United States 9 work roles 2 schools
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Current company
National Philanthropic Trust
Role
Regional Director of Development, Central Region
Location
Roanoke, Texas, United States
Company size
268 employees

Who is Michael Wilson, Cap®? Overview

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Michael Wilson, Cap® is listed as Regional Director of Development, Central Region at National Philanthropic Trust, a company with 268 employees, based in Roanoke, Texas, United States. AeroLeads shows a matched LinkedIn profile for Michael Wilson, Cap®.

Michael Wilson, Cap® previously worked as Regional Philanthropic Consultant at Fidelity Charitable® and Senior Philanthropic Practice Consultant at Fidelity Charitable. Michael Wilson, Cap® holds Master Of Divinity - Mdiv from Southwestern Baptist Theological Seminary.

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National Philanthropic Trust

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Profile bio

About Michael Wilson, Cap®

At Fidelity Charitable, I provide guidance to wealth advisors, lawyers, accountants, private equity executives, and other professionals in Colorado, Wyoming, Montana, the Dakotas, Minnesota, Iowa, and Nebraska to simplify their clients’ philanthropic goals and grow their practices by helping their clients be more strategic and impactful charitable donors. My passion is to make charitable giving a part of the financial planning process for more individuals. Fidelity Charitable, an independent public charity, established the country’s first national donor-advised fund program in 1991. Our mission is to grow the American tradition of philanthropy by providing programs that make charitable giving simple and effective. After many years working with clients in all facets of their financial plan, my role at Fidelity Charitable allows me to continue this inspiring path every day—and, best of all, it allows me to help others navigate their own goals for giving. Charitable planning is a critical part of any professional advisor’s practice. Feel free to contact me to discuss how we can work together to bring charitable solutions to your clients and help differentiate your firm.Specialties: Charitable Planning, Financial Planning, Relationship Management, Donor-Advised Funds, Family Philanthropy, Impact Investing

Current workplace

Michael Wilson, Cap®'s current company

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National Philanthropic Trust
National Philanthropic Trust
Regional Director of Development, Central Region
Roanoke, TX, US
Website
nptrust.org
Employees
268
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9 roles · 18 years

Michael Wilson, Cap® work experience

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Regional Philanthropic Consultant

Current
Fidelity Charitable®

Westlake, Texas

Leads the Heartland territory to help wealth advisors grow their practice through valuable tax and charitable planning insight, philanthropic practice guidance, and create awareness of strategic charitable solutions, including the gifting of complex assets and the value of philanthropic consultation. Coaches and assists advisors in sophisticated financial.

Jan 2023 - Present

Charitable Advisor Account Executive

Fidelity Charitable

Lead fundraising efforts in Southern California, Texas, Louisiana, Arkansas and Oklahoma. Partnering with wealth advisors to grow their practice and optimize their clients’ philanthropic goals by incorporating charitable giving into client wealth management plans.

Mar 2018 - Jan 2021

Defined Contribution Associate

Fidelity Investments
  • Utilize advanced customer service skills to manage high net worth investment only retirement plans and relationships.
  • Schedule, monitor, and process large dollar business events in excess of $3 billion between internal and external clients with precision.
  • Coordinate as an intermediary between internal and external partners to ensure efficient plan operations by initiating critical business communication.
  • Initiated, developed, and executed multiple LEAN and quality programs.
  • Developed operations processes and trained new and tenured team members on implementation.
Mar 2012 - May 2017

Client Service Associate

Fidelity Investments

Provided initial and escalated call resolution for financial advisors and back office personnel. Excelled in developing quality relationships with clients through timely and accurate solutions. Supported call center associates with complex problem resolution related to 529 College Savings plans.

Mar 2012 - Mar 2014

Corporal/Tank Section Leader

United States Marine Corps

Waco, Texas Area

  • Excelled in executing large scale maintenance operations critical to unit battle readiness in combat theater.
  • Expertly Managed Captured Enemy Weapons program, a Staff NCO billet, responsible for de-militarizing over 500 enemy small arms and cataloging over 1,500 weapons captured in theater.
  • Provided high skill training and mentorship to junior Marines with zero causalities for all direct and indirect reports.
Aug 2007 - Aug 2013

Assistant Manager

The Vitamin Shoppe

Responsible for providing excellent customer service to health enthusiasts, driving sales as a district-leading store, and the coaching and development of team members.

2008 - 2012 ~4 yrs
Team & coworkers

Colleagues at National Philanthropic Trust

Other employees you can reach at nptrust.org. View company contacts for 268 employees →

CA Colleen Amuso, Cap® Colleen Amuso, Cap® Colleague at National Philanthropic Trust Glenside, Pennsylvania, United States, United States View → KG Katie Galeone Katie Galeone Colleague at National Philanthropic Trust Portland, Oregon, United States, United States View → CW Christina Welter Christina Welter Colleague at National Philanthropic Trust Langhorne, Pennsylvania, United States, United States View → SC Samantha Consoli Samantha Consoli Colleague at National Philanthropic Trust United States, United States View → HR Helen Rebekah Thompson Helen Rebekah Thompson Colleague at National Philanthropic Trust Richmond, Virginia, United States, United States View → EM Enrique Magaña Enrique Magaña Colleague at National Philanthropic Trust Greater Philadelphia, United States View → KE Kyle Elliott Kyle Elliott Colleague at National Philanthropic Trust Bensalem, Pennsylvania, United States, United States View → AE Allison Emory, Cap® Allison Emory, Cap® Colleague at National Philanthropic Trust Greater Philadelphia, United States View → NJ Noah Jamieson Noah Jamieson Colleague at National Philanthropic Trust Harleysville, Pennsylvania, United States, United States View → MR Mark Russell Mark Russell Colleague at National Philanthropic Trust Greater Boston, United States View →
2 education records

Michael Wilson, Cap® education

FAQ

Frequently asked questions about Michael Wilson, Cap®

Quick answers generated from the profile data available on this page.

What company does Michael Wilson, Cap® work for?

Michael Wilson, Cap® works for National Philanthropic Trust.

What is Michael Wilson, Cap®'s role at National Philanthropic Trust?

Michael Wilson, Cap® is listed as Regional Director of Development, Central Region at National Philanthropic Trust.

Where is Michael Wilson, Cap® based?

Michael Wilson, Cap® is based in Roanoke, Texas, United States while working with National Philanthropic Trust.

What companies has Michael Wilson, Cap® worked for?

Michael Wilson, Cap® has worked for National Philanthropic Trust, Fidelity Charitable®, Fidelity Charitable, Fidelity Investments, and United States Marine Corps.

Who are Michael Wilson, Cap®'s colleagues at National Philanthropic Trust?

Michael Wilson, Cap®'s colleagues at National Philanthropic Trust include Colleen Amuso, Cap®, Katie Galeone, Christina Welter, Samantha Consoli, and Helen Rebekah Thompson.

How can I contact Michael Wilson, Cap®?

You can use AeroLeads to view verified contact signals for Michael Wilson, Cap® at National Philanthropic Trust, including work email, phone, and LinkedIn data when available.

What schools did Michael Wilson, Cap® attend?

Michael Wilson, Cap® holds Master Of Divinity - Mdiv from Southwestern Baptist Theological Seminary.

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