Gordon Leese Email & Phone Number
Managing Director, Schwab Advisor Services @ Schwab Advisor Services
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Gordon Leese Location
- Boston, MA, US
Gordon Leese Work
- 2021 -now Managing Director, Schwab Advisor Services @
- 2009 -2021 Director, Institutional Sales @
- 1999 -2008 Senior Vice President Regional Manager – National Financial @
- 1996 -1999 Vice President Client Services – National Financial @
- 1994 -1996 Director of Client Services – National Financial Correspondent Services @
Gordon Leese Education
- The Wharton School
Executive Certificate from SIFMA Securities Industry Institute
- Stetson University
Bachelor of Business Administration - BBA (Finance)
Gordon Leese Skills
- Strategy
- Strategic Planning
- Business Development
- Financial Services
- Business Planning
- Mutual Funds
- Investments
- CRM
- Sales
- Alternative Investments
- Investment Advisory
- Business Strategy
- Leadership
- Cross-functional Team Leadership
- Contract Negotiation
- New Business Development
Gordon Leese Summary
- Gordon Leese, based in Boston, MA, US, is currently a Managing Director, Schwab Advisor Services at Schwab Advisor Services. Gordon Leese brings experience from previous roles at TD Ameritrade Institutional and Fidelity Investments. Gordon Leese holds a Executive Certificate from SIFMA Securities Industry Institute @ The Wharton School. With a robust skill set that includes Strategy, Strategic Planning, Business Development, Financial Services, Business Planning and more. Gordon Leese has 2 emails and 2 mobile phone numbers on RocketReach.
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