Will Gordon Email & Phone Number
Vice President - Regional Planning Leader @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Will Gordon Location
- San Diego, CA, US
Will Gordon Work
- 2021 -now Vice President - Regional Planning Leader @
- 2020 -2021 Regional Vice President - Managed Solutions @
- 2015 -2020 Vice President Regional Planning Consultant @
- 2014 -2015 Agency Director and Financial Planning Specialist @
- 2010 -2012 Agency Director and Case Design Unit Manager @
- 2006 -2010 Wholesaler @
- 2005 -2006 Financial Advisor @
Will Gordon Education
- University of Richmond
BSBA
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 San Diego, CA, US, is currently a Vice President - Regional Planning Leader at Fidelity Investments. Will Gordon brings experience from previous roles at Fidelity Investments and MetLife. Will Gordon holds a 2001 - 2005 BSBA @ 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.
Looking for a different Will Gordon?
Find contact details for 700 million professionals.
Others Named Will Gordon
Will Gordon
Chief Growth Officer and Co-Founder
Newport Beach, CA, US
Will Gordon
Marketing Communications Specialist
Bozeman, MT, US
Will Gordon
Director and Founder
Sydney, NSW, AU
Will Gordon
Enterprise Account Executive
New York, NY, US
Top Fidelity Investments Employees
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Kevin Sweeney
President of Digital Brokerage Services
Caldwell, NJ, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co