Richard Wilson

Current

Hedge Fund Consultant & Third Party Marketer at Third Party Marketing Firm

Past

Corporate Finance Consultant at RHI and CFGI, Inc.
Investment Sales at RedCellX
President at TextBookDepot

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Education

Harvard University
University of Portland
Oregon State University

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Recommended

3 people have recommended Richard

Connections

500+ connections

Industry

Capital Markets

Websites

Richard Wilson’s Summary

I am a hedge fund consultant, guest speaker and hedge fund blogger. Every morning I write a new article in my blog on hedge funds - http://HedgeFundBlogger.com.

I work full time as a consultant for a third party marketing firm in Boston/New York and I raise assets and perform sales activities for a select group of institutional investment managers including hedge funds.

I am currently attending Harvard University earning a degree in the Psychology of Influence & Persuasion. My past education includes financial modeling and an MBA with a focus on Finance & Marketing.

I have written two books. The first was completed while earning my MBA and it is focussed on Negotiation, Relationship Cultivation and Sales (Rainmaker.ws). The second is a hedge fund blog book that is a work in progress but can be downloaded right now at http://hedgefundsbook.com.

Please visit my blog at http://hedgefundblogger.com or http://richard-wilson.blogspot.com.

Richard Wilson’s Specialties:

hedge fund, hedge funds, investments, family office, family offices, wealth management, investment consulting, atlernative investments, private equity, consulting, internet marketing, search engine optimiation

Richard Wilson’s Experience

Hedge Fund Consultant & Third Party Marketer

Third Party Marketing Firm

(Privately Held; 1-10 employees; Capital Markets industry)

January 2007 — Present (2 years)

I am an ambitious investment marketing professional. I work for a third party marketing firm (we raise assets for hedge funds) with 4-7 investment managers at a time. Our primary goal is to raise each managers Assets Under Management by developing a staged approach, PR strategy, and sales program taking them to appropriate channels of distribution. I am fortunate to work with such a talented group of clients and coworkers.
Corporate Finance Consultant

RHI and CFGI, Inc.

(Public Company; 1001-5000 employees; Management Consulting industry)

September 2004 — November 2006 (2 years 3 months)

I worked with over 7 publicly traded and mostly multi-billion dollar corporations asstisting them with with several corporate finance consulting activities. These included contract review and retention management, Sarbanes-Oxley control design/testing, and anti-bribery/anti-fraud control development. I worked an average of 45 hours a week during these three years.
Investment Sales

RedCellX

(Privately Held; 11-50 employees; Computer Software industry)

September 2003 — May 2004 (9 months)

I worked for this imbedded software company for close to one year through the end of my college career and six months after graduation. As the CEO's "right-hand man" I helped write one-pagers and developed new venture/product business plans and processes. As the CEO left for new venture he offered me limited ownership control of this high-tech company with over $1M in revenues.
President

TextBookDepot

(Partnership; 1-10 employees; Internet industry)

September 2000 — June 2003 (2 years 10 months)

I founded and ran this online retail business out of my dorm room and college basement for three years before selling out. Near the end I had four employees with over 6,000 textbooks in inventory.

Richard Wilson’s Education

Harvard University

Masters, Performing research on and studying Influence, The Psychology of Persuasion, 2006 — 2008

Learn more on my blog at http://www.richard-wilson.blogspot.com
University of Portland

MBA, Finance/Negotiation, May 2004 — December 2005

I have completed my MBA and finished writing my book. My book is available online at www.RichardCWilson.com.
Oregon State University

Business Administration, Management, 2000 — 2003

Additional Information

Richard Wilson’s Websites:

Richard Wilson’s Interests:

Negotiation, Complex Sales, Persuasion, Influence, investment, CFA, MBA, game theory, book writing, internet marketing, email marketing, investment, public relations, education, third party marketing, harvard university, harvard, masters, degree, media, newspaper, radio, tv, seperate managed account, SMA, hedge fund, mutual fund, ETF, options, futures, wall street, bank, New York, Boston, Richard Wilson, Richard, Wilson

Richard Wilson’s Groups:

Eagle Scout

Eagle's Nest--Those Who've Earned the Eagle Scout Award <3,700 members and growing>
CFA Institute Candidates
Hedge Fund Risk Management
Rural Financial Services
Harvard University Alumni
Hedge Fund Group (HFG)
Hedge Fund Professionals Worldwide Network
Financial Planner Alliance
Shanghai Hedge Funds Club (上海ヘッジファンド倶楽部)
Demaenova Globalization of Finance Forum
Securities Industry Forum
Carbon Exchange
Hedge Fund Network
Family Offices Group
Private Equity Investment Group
Goldman Sachs Networking
Mutual and/or Hedge Funds who would like investors in Europe or emerging markets.
Sovereign Wealth Group
Russian Speakers in Hedge Funds
Hedge Fund Managers
Asian Hedge Funds Group
Middle East Hedge Funds Group
Chartered Hedge Fund Associate (CHA) Designation
Professional Traders
Hedge Fund Technology
Prime Brokerage Association (PBA)
Big Group Administrators
Hedge Fund Capital Introduction