Will Gordon Email & Phone Number
Vice President - Regional Planning Leader @ Fidelity Investments
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Will Gordon Location
- Boulder, CO, US
Will Gordon Work
- Vice President - Regional Planning Leader @ (October 2021 - Present)
- Regional Vice President - Managed Solutions @ (March 2020 - October 2021)
- Vice President Regional Planning Consultant @ (September 2015 - March 2020)
- Founder @ (March 2025 - Present)
- Agency Director and Financial Planning Specialist @ (April 2014 - September 2015)
- Agency Director and Case Design Unit Manager @ (December 2010 - August 2012)
- Wholesaler @ (August 2006 - December 2010)
- Financial Advisor @ (June 2005 - September 2006)
Will Gordon Education
- University of Richmond
BSBA (Phi Gamma Delta, Orientation Advisor for the class of 2006)
2001-2005 - McDonogh School 1997-2001
Will Gordon Skills
- Insurance
- Financial Advisory
- Retirement Planning
- Mutual Funds
- Series 7
- Fixed Annuities
- Investments
- Retirement
- Wealth Management
- FINRA
- 401k
- eMoney
- NaviPlan
- Bluefrog
- Kubra
- Asset Allocation
- Variable Annuities
- Strategic Financial Planning
- 529 Plans
- Uniform Combined State Law
- Separately Managed Accounts
- Morningstar
- Lotus Notes
- MBA
- Customer Relationship Management Crm
- Requirements Analysis
- SDLC
- Salesforce.com
- Software As A Service Saas
- Business Analysis
- Vendor Management
- Photography
- ERP
- Workforce Management
- OneNote
- Professional Services
- Sma
- Business Process
- Software Implementation
- Enterprise Software
- Business Intelligence
- Business Process Improvement
- Requirements Gathering
- SaaS
- Management
- Coaching
- Software Project Management
- Cloud Computing
- Integration
- CRM
- Software Development Life Cycle Sdlc
Will Gordon Summary
- Will Gordon, based in Boulder, CO, US, is currently a Vice President - Regional Planning Leader at Fidelity Investments. Will Gordon brings experience from previous roles at Fidelity Investments, TRVLTrain and MetLife. Will Gordon holds a 2001 - 2005 BSBA in Phi Gamma Delta, Orientation Advisor for the class of 2006 @ University of Richmond. With a robust skill set that includes Insurance, Financial Advisory, Retirement Planning, Mutual Funds, Series 7 and more. Will Gordon has 2 emails and 2 mobile phone numbers on RocketReach.
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