Director, Head of Intermediary Sales @ (August 2016 - January 2023)
Regional Director- Advisor Consultant @ (October 2015 - August 2016)
Manager of Institutional and Advisory Sales @ (July 2014 - October 2015)
Regional Investment Consultant @ (November 2010 - July 2014)
Vice President- Investments @ (August 2010 - October 2010)
Financial Advisor @ (March 2008 - August 2010)
Economic Research @ (May 2005 - September 2005)
Will Lofland Education
Baylor University
BA (Economics)
Will Lofland Skills
Sales Management
General Management
Strategic Vision
Team Management
Communication
Business Strategy
Business Planning
Business Development
Mutual Funds
ETFs
401k
Sales
Series 7
Series 66
Economics
Investments
Finance
Series 63
Asset Allocation
Separately Managed Accounts
Series 26
Wealth Management
Investment Strategies
Alternative Investments
Leadership
Public Speaking
Strategy
Microsoft Office
Management
Will Lofland Summary
Will Lofland, based in Rockwall, TX, US, is currently a Managing Director, Faith-Based Investing at GuideStone Financial Resources. Will Lofland brings experience from previous roles at GuideStone Financial Resources and Fidelity Investments. Will Lofland holds a BA in Economics @ Baylor University. With a robust skill set that includes Sales Management, General Management, Strategic Vision, Team Management, Communication and more. Will Lofland has 2 emails and 2 mobile phone numbers on RocketReach.
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