Rob Wilson, CFA

Rob wilson, cfa

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location of Rob Wilson, CFAFairhope, Alabama, United States
Followers of Rob Wilson, CFA378 followers
  • Timeline

  • About me

    Portfolio Manager at Trustmark Wealth Management

  • Education

    • Spring hill college

      1996 - 2000
      Bachelor of science (bs) business administration and management, general
    • University of south alabama

      2002 - 2004
      Master of business administration (m.b.a.)
  • Experience

    • Metlife

      Nov 2003 - May 2005
      Financial services representative
    • Regions bank

      May 2005 - Jul 2016
      Vice president, portfolio manager

      -Responsible for managing personal, charitable, and institutional assets for trust and investment management accounts. -Partners with Wealth Management and Institutional Services officers to develop and implement personalized investment plans that assist clients with the accumulation, preservation and transfer of their wealth. -Member of the Asset Allocation Working Group and chair of the Tactical Equity Allocation Working Group.-Assist in new client acquisition and have received multiple Chairman's Club Winner designations. Show less

    • Trustmark bank

      Jul 2016 - now
      Vice president, portfolio manager
  • Licenses & Certifications

    • Cfa charterholder

      Cfa institute
    • Cfa institute charterholder

      Cfa institute
      Aug 2024
      View certificate certificate