William Lofland Email & Phone Number
Managing Director, Head of Investment Sales and Marketing @ GuideStone Financial Resources
William Lofland's Location
Rockwall, TX, US
William Lofland's Work
- Managing Director, Head of Investment Sales and Marketing @ GuideStone Financial Resources
- Director, Head of Intermediary Sales @ GuideStone Financial Resources
- Regional Director- Advisor Consultant @ GuideStone Financial Resources
- Manager of Institutional and Advisory Sales @ GuideStone Financial Resources
- Regional Investment Consultant @ Fidelity Investments
- Vice President- Investments @ JPMorgan Chase & Co.
- Financial Advisor @ Merrill Lynch
- Economic Research @ Federal Reserve System
William Lofland's Education
- Baylor University
BA (Economics)
William Lofland's Skills
- Mutual Funds
- ETFs
- 401k
- Sales
- Series 7
- Series 66
- Economics
- Investments
- Finance
- Series 63
William Lofland's Summary
William Lofland, based in Rockwall, TX, US, is currently a Managing Director, Head of Investment Sales and Marketing at GuideStone Financial Resources, bringing experience from previous roles at GuideStone Financial Resources and Fidelity Investments. William Lofland holds a BA in Economics @ Baylor University. With a robust skill set that includes Mutual Funds, ETFs, 401k, Sales, Series 7 and more, William Lofland contributes valuable insights to the industry. William Lofland has 2 emails and 1 mobile phone number on RocketReach.
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