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Gordon Wan

Sr. Director

Financial Services

Waltham, MA

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Description

TRANSAMERICA FINANCIAL ADVISORS/ WORLD FINANCIAL GROUP Senior Director 2013 - present • Create and implement marketing strategy for increasing book of business, follow up to complete purchasing cycle • Communicate effectively at all levels with clients, brokerage companies, solution providers and within the firm • Provide suitable and sound financial solutions for clients • Manage resou

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Skills

Professional Credentials

No Credentials

Experience

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Senior Director

Transamerica / World Financial Group

/0 - /0

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Senior Director - Recruiting and sales

Transamerica /World Financial Group

07/2013 - Present

Education

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Bachelor of Science – BS

North Eastern University

Finance and Marketing

1999 - 2000

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