
Dee Wilson, MBA
Sales, Business Development & Client Advisory Professional
Hire this person
Send a job offer directly to this candidate
About
Commercially minded sales, business development and client advisory professional with experience spanning B2B/B2C sales, wholesale mortgage account management, mortgage lending, real estate investment/private lending, entrepreneurship, financial analysis, and 13+ years of client-facing enterprise consulting with PwC. Combines relationship development, consultative discovery, business problem-solving, cross-functional coordination and technology fluency with hands-on commercial experience.
Experience
Enterprise Technology & Transformation Consultant / Client Advisory at PwC (2013-01 – 2026-02)
- Partnered with business users, client stakeholders, leadership and cross-functional teams to understand needs, translate requirements into practical solutions and support technology and business transformation outcomes.
- Built trusted working relationships while coordinating stakeholders, facilitating discovery, communicating status/issues and helping teams navigate complex implementation and change initiatives.
- Delivered presentations, workshops, training and enablement to support adoption, knowledge transfer and stakeholder confidence.
- Served as PMO Lead within PwC internal Solution Studio, coordinating Master Architect planning, capability assignments, engagement activations, operations, reporting and Partner communications.
- Gained broad exposure to the sales-to-solution-delivery lifecycle, including how client needs are shaped into solutions, capabilities and teams are aligned, engagements are activated, and delivery is supported through execution.
Business Systems Analyst / Consultant at Paper Maker Inc. (2009-07 – 2011-06)
- Combined business systems consulting with business development, B2B/B2C sales and marketing, client relationships, financial analysis, investment proposals, accounting systems and management reporting.
Senior Sales Account Executive at Bank, Essex Mortgage (2005-04 – 2008-03)
- Managed B2B wholesale mortgage sales, broker/lending-partner relationships, account development, marketing and business growth.
Loan Officer / Assistant Branch Manager at Windsor Capital Mortgage Corp. (2008-03 – 2009-06)
- Supported B2B/B2C mortgage lending, sales, marketing, client relationships and branch/business development.
Entrepreneur / Real Estate Investment & Private Lending at Self-Employed (2004-05 – 2010-01)
- Real estate investing, private lending, deal analysis, financial evaluation and client/business relationships.
Senior Financial Analyst at Paramount Pictures (1999-04 – 2004-04)
- Financial analysis, advertising/promotional budgets, media/marketing, reporting and management support within television distribution operations.
Education
MBA – Keller Graduate School of Management, DeVry University
B.S. in Kinesiology & Exercise Science – California State University, Fullerton
Certificate in Arts, Entertainment & Media Management – UCLA Extension
