Lance K Wilson

Lance K Wilson Email and Phone Number

Vice President Wealth Planner @ Fidelity Investments
boston, massachusetts, united states
Lance K Wilson's Location
Greensboro, North Carolina, United States, United States
Lance K Wilson's Contact Details

Lance K Wilson personal email

About Lance K Wilson

Lance K Wilson is a Vice President Wealth Planner at Fidelity Investments. He possess expertise in series 63, series 7, series 65, series 9, series and 18 more skills.

Lance K Wilson's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President Wealth Planner
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Lance K Wilson Work Experience Details
  • Fidelity Investments
    Vice President Wealth Planner
    Fidelity Investments May 2018 - Present
    Greensboro, North Carolina
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  • Fidelity Investments
    Financial Consultant
    Fidelity Investments May 2017 - May 2019
    Greensboro, North Carolina
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  • Suntrust
    Vice President
    Suntrust May 2011 - Apr 2017
    South Eastern United States
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  • First Union- Wachovia- Wells Fargo Wealth Management
    Vice President
    First Union- Wachovia- Wells Fargo Wealth Management 1994 - 2011
    Supervised team in 6 branch complex of sales, operations and licensed employees. Prepared and delivered training programs for all branch employees. Analyzed trades and plans to guarantee compliance and accuracy. Served as advisor to local board of directors. Partnered with commercial, business lending and trust/insurance divisions to create cross-selling options and launch best practices.
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Lance K Wilson Skills

Series 63 Series 7 Series 65 Series 9 Series Financial And Market Analysis Investment Portfolio Management Revenue Production Capital Preservation Strategic Planning Solution Selling Strategies Traditional And Global Alternative Investments Territory Growth Mentoring High Performance Teams Team Leadership Recruiting Customer Retention Business Development Staff Retention Building Relationships Wealth Management Alternative Investments Portfolio Management

Lance K Wilson Education Details

Frequently Asked Questions about Lance K Wilson

What company does Lance K Wilson work for?

Lance K Wilson works for Fidelity Investments

What is Lance K Wilson's role at the current company?

Lance K Wilson's current role is Vice President Wealth Planner.

What is Lance K Wilson's email address?

Lance K Wilson's email address is l1****@****ail.com

What schools did Lance K Wilson attend?

Lance K Wilson attended Ohio Wesleyan University.

What skills is Lance K Wilson known for?

Lance K Wilson has skills like Series 63, Series 7, Series 65, Series 9, Series, Financial And Market Analysis, Investment Portfolio Management, Revenue Production, Capital Preservation, Strategic Planning, Solution Selling Strategies, Traditional And Global Alternative Investments.

Who are Lance K Wilson's colleagues?

Lance K Wilson's colleagues are Caty Smith, Jessica Grimes, Brett Dley, Corie Lusch, Aman Mujawar, Patrick Mcnally, Frank Caldwell.

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