Marcelle Gordon Email & Phone Number
VP of Finance @ ELE Wealth Management
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Marcelle Gordon Location
- Charlotte, NC, US
Marcelle Gordon Work
- VP of Finance @ (January 2021 - Present)
- Investment Executive @ (October 2020 - January 2021)
- Financial Advisor @ (May 2020 - October 2020)
- Compliance Officer and Principal @ ELE Wealth Management, LLC (March 2002 - November 2019)
- Technical Support Specialist and Quality Learning Specialist @ (January 1989 - February 2002)
Marcelle Gordon Education
- University of Michigan-Dearborn
Bachelor of Business Administration (BBA) (Accounting and Finance)
-
Associates of Business Administration (Accounting)
Marcelle Gordon Skills
- Investments
- Wealth Management
- Series 7
- Retirement Planning
- Strategic Financial Planning
- Portfolio Management
- Mutual Funds
- Equities
- Asset Management
- Asset Allocation
- Retirement
- Securities
- Investment Advisory
- Series 63
- Alternative Investments
- Fixed Income
- Fixed Annuities
- Financial Services
- Financial Planning
- Sales
- Business Development
- Strategy
Marcelle Gordon Summary
- Marcelle Gordon, based in Charlotte, NC, US, is currently a VP of Finance at Ele Wealth Management. Marcelle Gordon brings experience from previous roles at Fifth Third Securities, Western & Southern Life, ELE Wealth Management, LLC and American Express. Marcelle Gordon holds a Bachelor of Business Administration (BBA) in Accounting and Finance @ University of Michigan-Dearborn. With a robust skill set that includes Investments, Wealth Management, Series 7, Retirement Planning, Strategic Financial Planning and more. Marcelle Gordon has 1 emails and 1 mobile phone numbers on RocketReach.
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