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Bill Dow Location
Jacksonville, FL, US
Bill Dow Work
2022 -now Vice President Compliance @
now Compliance Director @
2013 -2014 Sales Help Desk Manager @
2010 -2013 RRM Manager @
2006 -2010 Regional Brokerage Consultant and Guidance Consultant @
1998 -2006 Sr. Manager @
1994 -1998 Retirement Specialist @
1993 -1994 Mutual Fund Sales Representative @
Bill Dow Education
Wright State University
B.S. (Financial Services)
1985-1990
Bill Dow Skills
Series 7
Mutual Funds
Retirement
Series 63
Retirement Planning
Investments
Wealth Management
Securities
Investment Advisory
Relationship Management
Asset Allocation
Risk Management
Financial Services
Equities
401k
Series 9/10
Series 66
Ohio Insurance
PowerPoint
Strategy
Marketing
Microsoft Excel
New Business Development
Management
Bill Dow Summary
Bill Dow, based in Jacksonville, FL, US, is currently a Vice President Compliance at Fidelity Investments. Bill Dow brings experience from previous roles at Fidelity Investments. Bill Dow holds a 1985 - 1990 B.S. in Financial Services @ Wright State University. With a robust skill set that includes Series 7, Mutual Funds, Retirement, Series 63, Retirement Planning and more. Bill Dow has 1 emails and 1 mobile phone numbers on RocketReach.
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