Michael Wilson

Commander
DISC Type : D

Co-Founder & CEO at hamachi.ai

Encinitas, California, United States

Overview

Michael Wilson is the CEO & Co-Founder of Hamachi. ai, an AI platform for financial advisor communications. An experienced wealth-tech leader from Orion and LPL Financial, he specializes in AI-driven innovation. Described by colleagues as "insightful" and "conscientious, " he holds a BS in Business from the University of Southern California.

He was recognized as "Innovator of the Year" at a previous firm for his work developing AI-powered tools for wealth management.

Personality Overview

Candid & Clear

Risk-Taker

Strong-Willed

They respond better to strong and respectful interactions.  They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

Topics They Care About

AI in WealthTech
He is building an AI-powered company, holds Generative AI certifications, and drove AI strategy in his previous executive role at Orion.
Compliant Communication
His startup, Hamachi. ai, is specifically designed to solve communication challenges for advisors while maintaining essential compliance oversight, a recurring theme in his career.
FinTech Innovation
He has a history of developing innovative products, receiving awards for it, and served on a FinTech selection committee for Franklin Templeton.

Media Appearances

Michael has no verified media appearances

Work History

2-2025
Co-Founder & CEO at hamachi.ai
Business, Technology, Strategy and Operations Consultant at Brillivest
FinTech Selection Committee Member at Franklin Templeton
9-2022 - 12-2024
EVP Orion Tech Suite at Orion
Executive Vice President, President AdvisoryWorld at LPL Financial

Education

1997 - 2000
BS Business from University of Southern California
1996 - 1997
Education details unavailable from University of San Diego

More Information

Social Presence :

Prographics :

Exp : 2 Location : Encinitas, California, United States Job Level : Leadership Designation : Co-Founder & CEO at hamachi.ai
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Be respectful but crisp
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • If convinced, they can reach decisions quite fast.
  • Can Michael take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Michael

Personality Compatibility


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