Andrew Battle Email & Phone Number

Manager II, Institutional Client Services @ CAPTRUST

View Andrew's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

Andrew Battle Location

Raleigh, NC, US

Andrew Battle Work

2023 -now Manager II, Institutional Client Services @
2021 -2023 Manager, Institutional Client Services @
2013 -2021 Client Relationship Manager @
2011 -2013 Financial Representative, Princor Registered Representative, Investment Advisor Representative @
1998 -2011 Vice President and Relationship Manager @

Andrew Battle Education

North Carolina Agricultural and Technical State University
(Electrical Engineering, Mathematics)
1987-1991
Louisburg High School

Andrew Battle Skills

Team Leadership
Leadership Development
Management
Team Building
Thought Leadership
Investments
In-depth knowledge of ERISA documents
Insurance Planning
Retirement
Retirement Planning
Wealth Management
Financial Planning
Investment Advisory
Wealth
401k
Asset Allocation
Risk Management
Estate Planning
Retirement Plan Consulting
Series 6
Series 63
Series 65
Long-Term Disability
Voluntary Employee Benefits
Non-Qualified Deferred Compensation
Customer Service
Sales
Financial Services
Pensions
Disability Insurance
Insurance
Financial Advisory
Strategic Financial Planning
Financial Planners
Communication
Teamwork
Employee Engagement
Leadership
Long Term Disability
Financial Modeling
Crsp
Strategic Planning
Non Qualified Deferred Compensation
Microsoft Excel
Marketing
In Depth Knowledge Of Erisa Documents
Financial Analysis
Services
Mathematics
Returns
Flexible
Poised
Ease
Fixed Annuities
Group Presentations
Mentoring
Finance
Streams
Deadline Driven Environments
Aol
Client Accounts
Self Employment
Design
New Account
CRM
Enlightenment
Database Administration
Dealing
Investment Policy
Licensed to Sell Insurance
Accounting
Face To Face
Legal Writing
Business Services
Cell
Trade Unions
Education
Relationship Management
Diplomacy
Individual Life
Supervision
Risk Analysis
Medicine
Acquisitions
Variable
Testing
New Business Development
Employee Training
American
Church Events
Parlay
Illness
Calm
Legislative Relations
Business Development
Client Services
Detail
Operations
Author
Credit
Mid Size
Electrical Engineering
Project
Presentations
Income
Accident
Responsibility
Variable Life
Efficiencies
Google Groups
NetApp
History
Report Writing
Reviews
Mastering
Records Management
Mastery
Income Protection
Facebook
Business Planning
Investment Strategies
Proposal Writing
Strategic Marketing
Versatile
ERISA
Meetings
Self Help

Andrew Battle Summary

Andrew Battle, based in Raleigh, NC, US, is currently a Manager II, Institutional Client Services at CAPTRUST. Andrew Battle brings experience from previous roles at CAPTRUST, Principal Financial Group and First Citizens Bank. Andrew Battle holds a 1987 - 1991 North Carolina Agricultural and Technical State University. With a robust skill set that includes Team Leadership, Leadership Development, Management, Team Building, Thought Leadership and more. Andrew Battle has 3 emails and 3 mobile phone numbers on RocketReach.