Penny Gordon Email & Phone Number
Senior Financial Advisor, CFP®️, CAP®️, ChFC®️ @ First Horizon Bank
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Penny Gordon Location
- East Berlin, PA, US
Penny Gordon Work
- Senior Financial Advisor, CFP®️, CAP®️, ChFC®️ @ (November 2021 - Present)
- SVP - Portfolio Strategist CFP®️, CAP®️, ChFC®️ @ (July 2020 - November 2021)
- SVP - Portfolio Manager, CFP®️, CAP®️, ChFC®️ @ (March 2018 - November 2021)
- SVP, Private Wealth Advisor @ (February 2013 - July 2020)
- SVP, Private Banker @ (October 2011 - February 2013)
- SVP, Managing Director - Ocean Reef @ (January 2006 - October 2011)
- VP, Private Banker - Ocean Reef @ (January 2003 - December 2006)
- VP, Relationship Manager, Wealth Mgmt. @ (August 2000 - December 2002)
- Citigold - Ocean Reef Club, Key Largo, FL @ (March 1997 - June 2000)
- Citicorp Securities, Inc., 399 Park, NYC @ (August 1990 - January 1996)
Penny Gordon Education
- Ithaca College
BFA (Music/Theatre)
1986-1990 - The American College of Financial Services
(Financial Planning and Services)
- Florida Graduate Trust School
Penny Gordon Skills
- Fixed Income
- Treasury Management
- Investment Strategies
- Leadership
- Cash Management
- Investment Advisory
- Portfolio Management
- Risk Management
- Wealth Management
- Mortgage Lending
- Wealth
- Estate Planning
- Relationship Management
- Mutual Funds
- Strategic Planning
- Business Relationship Management
- Wealth Management Services
- Marketing
- Loans
- Financial Planning
- Investments
- Retirement Planning
- Financial Advisory
- High Net Worth Individuals
- Financial Services
- Alternative Investments
- Management
- Commercial Lending
- Private Banking
- Credit
- Securities
- Finance
- Strategic Financial Planning
- Banking
- Asset Management
- Financial Analysis
- Equities
- Financial Risk
- Investment Management
- Credit Analysis
- Asset Allocation
Penny Gordon Summary
- Penny Gordon, based in East Berlin, PA, US, is currently a Senior Financial Advisor, CFP®️, CAP®️, ChFC®️ at First Horizon Advisors. Penny Gordon brings experience from previous roles at First Horizon Bank, IBERIABANK and Gibraltar Private Bank & Trust. Penny Gordon holds a 1986 - 1990 BFA in Music/Theatre @ Ithaca College. With a robust skill set that includes Fixed Income, Treasury Management, Investment Strategies, Leadership, Cash Management and more. Penny Gordon has 2 emails and 2 mobile phone numbers on RocketReach.
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