John Gorman Email & Phone Number
Managing Director @ MainStreet Investment Advisors, LLC
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John Gorman Location
- Cornelius, NC, US
John Gorman Work
- 2019 -now Managing Director @
- 2013 -2019 Vice President - Sales @ FinTech Securities, LLC
- 2010 -2011 Investment Consultant @
- 2006 -2009 Regional Sales Executive @ Wachovia Global Securities Lending
- 2004 -2006 Sales Director @
- 2003 -2004 V.P. @
- 2000 -2003 Relationship Manager @
John Gorman Education
- Pennsylvania State University-Erie Campus
M.B.A. (Business)
1995-1998 - Canisius University
B.S. (Business Management)
1991-1995
John Gorman Skills
- Mutual Funds
- Investments
- Wealth Management
- Series 7
- Financial Services
- New Business Development
- Sales
- Series 63
- Sales Management
- Relationship Management
- Asset Allocation
- CRM
- Investment Advisory
- Securities
- Portfolio Management
- Fixed Income
- Banking
- Trading
- Business Development
- Business Relationship Management
- Team Building
- Strategy
- Marketing
- Customer Service
- Services
John Gorman Summary
- John Gorman, based in Cornelius, NC, US, is currently a Managing Director at MainStreet Investment Advisors, LLC. John Gorman brings experience from previous roles at FinTech Securities, LLC, TD Ameritrade, Wachovia Global Securities Lending and Wachovia Bank. John Gorman holds a 1995 - 1998 M.B.A. in Business @ Pennsylvania State University-Erie Campus. With a robust skill set that includes Mutual Funds, Investments, Wealth Management, Series 7, Financial Services and more. John Gorman has 3 emails and 1 mobile phone numbers on RocketReach.
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