Will Gordon
Vice President - Regional Planning Leader at Fidelity Investments
- Role
- Vice President - Regional Planning Leader at Fidelity Investments
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Will Gordon
My Mission Statement: To lead a team of Regional Planning Consultants known for…
Experience
Vice President - Regional Planning Leader
Oct 2021 — Present · San Diego, CA, US
Education
University of Richmond
BSBA, Finance
2001 — 2005
Skills
- Naviplan
- Retirement
- Strategic Financial Planning
- Kubra
- Fixed Annuities
- Bluefrog
- Variable Annuities
- Financial Advisory
- Uniform Combined State Law
- Wealth Management
- 529 Plans
- Retirement Planning
- Finra
- Asset Allocation
- Mutual Funds
- Morningstar
- Emoney
- Series 7
- Investments
- 401k
- Separately Managed Accounts
- Insurance
- Lotus Notes
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