Kevin Wilson

Kevin Wilson

Associate
Houston, Texas, United States

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Work Experience

Quotient Wealth Partners

Vice President, Wealth Advisor

2023-09-01 - Present

Goldman Sachs Personal Financial Management

Associate

2022-12-01 - 2023-08-01

VERSA Relocation

Finance Intern

2018-05-01 - 2018-08-01

ID Solutions LLC

Retail Sales Associate

2017-01-01 - 2018-05-01

Sigma Nu Fraternity, Inc.

Member

2015-08-01 - 2019-05-01

Dallas Mavericks

Ballkid Assistant

2011-08-01 - 2015-05-01

Skills

wealth management financial planning financial advisor retirement planning tax optimization planning personalized investment portfolios taxsmart distribution planning insurance estate planning wealth transfer

Languages

No Languages Available