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Bill Dow Location
Jacksonville, FL, US
Bill Dow Work
Vice President Compliance @ (February 2022 - Present)
Compliance Director @
Sales Help Desk Manager @ (January 2013 - January 2014)
RRM Manager @ (January 2010 - January 2013)
Regional Brokerage Consultant and Guidance Consultant @ (January 2006 - January 2010)
Sr. Manager @ (January 1998 - January 2006)
Retirement Specialist @ (January 1994 - January 1998)
Mutual Fund Sales Representative @ (January 1993 - January 1994)
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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