Bob Wilson
Seeking business partners for Wealthcare Capital
- Role
- Remain Supportive of Wealthcare Start at Investor
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Bob Wilson
Advocate for my firm and its growth so we can touch and truly impact as many people as we…
Experience
Remain Supportive of Wealthcare Start
Dec 2021 — Present · Richmond, VA, US
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business
BS
1974 — 1977
Virginia Commonwealth University - School of Business
MS
1983 — 1990
Skills
- Equities
- Management
- Investments
- Securities
- Executive Management
- Business Development
- Wealth Management
- Financial Risk
- Asset Management
- Mergers & Acquisitions
- Retirement Planning
- Troubleshooting
- Compliance
- Managerial Finance
- Financial Services
- Financial Advisory
- Series 65
- Auditing
- Accounting
- Due Diligence
- Strategy
- Credit
- Financial Modeling
- Financial Planning
- Asset Allocation
- Mutual Funds
- Cash Management
- Risk Management
- Finance
- Capital Markets
- Series 7
- Tax
- Trading
- Investment Banking
- Portfolio Management
- Mergers
- Investment Advisory
- Fixed Income
- Financial Planners
- Corporate Finance
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