Matt J Wilson

VP - Financial Consultant

+1 404-364-1934

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023
  • Client Relationship Specalist, Charles Schwab, 2020-2021
  • Financial Services Professional, Charles Schwab, 2018-2020

Education

  • B.B.A. in Finance, emphasizing in Personal Financial Planning, Leeds School of Business, University of Colorado Boulder

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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