Gordon Leese's Location
Boston, MA, US
Gordon Leese's Work
- Managing Director, Schwab Advisor Services @ Schwab Advisor Services
- Director, Institutional Sales @ TD Ameritrade
- Senior Vice President Regional Manager – National Financial @ Fidelity Investments
- Vice President Client Services – National Financial @ Fidelity Investments
- Director of Client Services – National Financial Correspondent Services @ Fidelity Investments
Gordon Leese's Education
- The Wharton School
Executive Certificate from SIFMA Securities Industry Institute
- Stetson University
Bachelor of Business Administration - BBA (Finance)
Gordon Leese's Skills
- Strategy
- Financial Services
- Strategic Planning
- Business Planning
- Business Development
- Mutual Funds
- Investments
- CRM
- Sales
- Alternative Investments
Gordon Leese's Summary
Gordon Leese, based in Boston, MA, US, is currently a Managing Director, Schwab Advisor Services at Schwab Advisor Services, bringing 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, Financial Services, Strategic Planning, Business Planning, Business Development and more, Gordon Leese contributes valuable insights to the industry.
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