Kirk Wilson
Tell me more about Kirk Wilson?
Kirk Wilson is a highly experienced wealth management professional with over 20 years of work experience. He specializes in series 7, mutual funds, financial advisory, and securities. Based in the United States, Kirk works with financial advisors, wealth managers, and planners to provide investment strategies through the First Eagle family of funds. With a strong focus on honesty, integrity, and downside protection, First Eagle has helped clients preserve capital and earn attractive returns through various economic cycles. Kirk's expertise and commitment make him an invaluable asset to the firm.
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About
I work with with financial advisors, wealth managers and planners throughout Connecticut, Massachusetts, Rhode Island, New Hampshire, Vermont and Maine, and am pleased to help them and their clients with proven investment strategies through the First Eagle family of funds. With a heritage dating back to 1864, First Eagle is committed to providing prudent stewardship of our clients’ assets, while focusing on absolute returns and dedication to downside protection. Over its long history, the firm has helped its clients to preserve capital and earn attractive returns through widely varied economic cycles — a tradition that is central to its mission today. Please don’t hesitate to contact me to learn how First Eagle can support your goals of increasing client satisfaction, deepening relationships, and growing assets under management. The views and opinions expressed in my posts and profile are my own views, and do not reflect the views of my current or previous employers or LinkedIn.
...See MoreWork Experience
Senior Vice President | New England Sales Director
vice president - new england sales director
vice president - northeast hybrid wholesaler
assistant vice-president - internal wholesaler
Kirk Wilson's Professional Milestones
- assistant vice-president - internal wholesaler (2006-03-01~2011-04-01): Developed strategic partnerships to optimize warehouse operations and increase revenue through effective management of internal wholesaler operations.
- vice president - northeast hybrid wholesaler (2011-04-01~2012-09-01): Expanding market presence and driving sales in the northeast hybrid wholesale sector.
Skill
Wealth Management
Series 7
Mutual Funds
Financial Advisory
Securities
Investments
Series 63
Equities
Alternative Investments
Certification
Colleagues
Julie Kushion
Senior Vice President | Senior HR Business Partner | Head of Recruiting
Bryan Rizzardi
Vice President | Senior Portfolio Manager
Trey Miller, CIMA
Senior Vice President | Southwest Sales Director
Briana Fisher
Senior Vice President | Deputy Head Of National Accounts
Jude Sangillo
Vice President | National Accounts Manager
Other Named Kirk Wilson
Frequently asked questions
We found 5 Kirk Wilson's email addresses
We found 2 Kirk Wilson's phone numbers
Kirk Wilson works for First Eagle Investments
Kirk Wilson's role in First Eagle Investments is Senior Vice President | New England Sales Director
Kirk Wilson's colleagues are Julie Kushion,Bryan Rizzardi,Trey Miller, CIMA
Kirk Wilson's latest job experience is Senior Vice President | New England Sales Director at First Eagle Investments