EVP Orion Tech Suite, Orion; FRMR Executive Vice President, President AdvisoryWorld, LPL Financial
Mr. Wilson is a visionary, customer focused finance operations executive with multifaceted experience in product growth strategy, launch and development, operations management, risk management, brand development, migrations, and strategic planning. He is a relentless and innovative problem solver with a passion for developing people and building teams. Mr. Wilson has a proven aptitude for designing, managing and mining data, increasing assets through implementing product activation techniques, and facilitating increased product adoption. He contributes to success by leveraging exemplary leadership, technical, and communication skills to provide sustainable solutions, resolve complex problems, and help position a business as an industry leader.
Most recently as executive vice president of LPL Financial, he oversaw the maintenance and evolution of the company’s industry-leading proposal generation, investment analytics, and portfolio-modeling solutions available to LPL advisors as well as the wealth-management industry. He joined LPL Financial in 2018 as part of LPL’s acquisition of AdvisoryWorld. Prior to the acquisition, as President and Chief Executive Officer of AdvisoryWorld, he was responsible for the day-to-day advancement of the business. He led several efforts, including development, sales and marketing, and the company’s web and mobile services. He has a passion for serving clients, working closely with institutional research, marketing, and compliance teams, and building relationships with large broker/dealers and RIA firms across the country.
Mr. Wilson is an active angel investor and mentor for numerous startup companies in SaaS, FinTech, Legal Tech and Biotech/health sciences industries. He earned his Bachelor of Science degree in Entrepreneurship from the University of Southern California. Mr. Wilson resides in Encinitas, California, with his wife and two children.