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Curt Wilson
Owner at Summit Investment Group, LLC
Curt Wilson is a seasoned finance expert with 19 years of experience, holding leadership positions at Summit Investment Group, LLC, Merrill Lynch, and Morgan Stanley, with a BBA from the University of Oklahoma.
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Location
Tulsa, Oklahoma, United States, US
Skills
- Retirement Planning
- Investments
- Estate Planning
- Investment Advisory
- Investment Strategies
- Show all
Bio
Generated by
Topline AI
Curt Wilson is a seasoned finance professional with extensive experience in investment advisory and financial planning.
With over 19 years of experience, Curt has held key positions at prominent firms such as Summit Investment Group, LLC, Merrill Lynch, and Morgan Stanley, where he has developed expertise in investment strategies, trusts, and financial advisory services.
Curt holds a BBA degree from the University of Oklahoma, where he also actively participated in the Sigma Alpha Epsilon Fraternity.
Experience
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Summit Investment Group, LLC
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Tulsa, Oklahoma Area
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Owner
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Jan 2005 - Present
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Tulsa, Oklahoma Area
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Associate VP, Investments
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1999 - 2005
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VP, Investments
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1988 - 1999
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Education
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1973 - 1977University of Oklahoma
BBA, Petroleum Land Management
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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