Paul E. Wilson

Supporter
DISC Type : s

Chief Financial Officer at ARK Investment Management LLC

United States

Overview

Paul E. Wilson is the Chief Financial Officer and Chief Strategy Officer at ARK Investment Management. A Certified Public Accountant with degrees from Baylor University, he has extensive experience in M&A and managing strategic projects from his 16-year tenure as CFO at ORIX Corporation USA, where he oversaw tremendous growth.

He joined ARK Invest to apply his financial and strategic expertise to the world of disruptive innovation, marking a significant focus in his career.

During his time as CFO at ORIX USA, he led the company through annual strategic platform acquisitions from 2015-2020.

Personality Overview

Social Proof Driven

Calm

Thoughtful In Approach

They usually go by the book, following all rules and procedures.  They are motivated by the potential impact of their decision on the organization. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Disruptive Innovation
As CSO for ARK Invest, a firm centered on disruptive technology, this is a core focus of his current professional responsibilities.
Strategic Acquisitions
He has a proven track record of leading financial operations through M&A, including managing annual strategic platform acquisitions at his previous firm.
Asset Management Growth
His career centers on financial leadership for asset management organizations, navigating periods of high growth in both balance sheet assets and AUM.

Media Appearances

Paul has no verified media appearances

Work History

Chief Financial Officer at ARK Investment Management LLC
Senior Managing Director & Chief Financial Officer at ORIX Corporation USA

Education

Master’s Degree from Baylor University - Hankamer School of Business
Bachelor’s Degree from Baylor University - Hankamer School of Business

More Information

Social Presence :

Prographics :

Exp : N/A Location : United States Job Level : Leadership Designation : Chief Financial Officer at ARK Investment Management LLC
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Insights For Selling To Paul E.

During A Call Or A Meeting

DO's

  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Pause and ask them if they have any questions
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Paul E. is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Paul E.

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Paul E. move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Paul E. take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Paul E.

Personality Compatibility


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