Andrew Stevenson Email & Phone Number
Regional Vice President @ Columbia Threadneedle Investments
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Andrew Stevenson Location
- Summit, NJ, US
Andrew Stevenson Work
- 2018 -now Senior Regional Advisor Consultant (External Wholesaler) @
- 2018 -now Regional Vice President @
- 2010 -2018 Senior Regional Vice President - Wholesaler @
- 2008 -2010 Vice President, Regional Sales Director @
- 2006 -2008 Vice President, Regional Sales Director @
- 2002 -2006 Internal Wholesaler @
Andrew Stevenson Education
- Gettysburg College
Bachelor of Arts (Management)
Andrew Stevenson Skills
- Mutual Funds
- Alternative Investments
- Hedge Funds
- Separately Managed Accounts
- ETFs
- Series 7
- Series 63
- Asset Allocation
- Investments
- Fund Of Funds
- Investment Strategies
- Sales Presentations
- Asset Management
- 401k
- Consultative Selling
- Insurance
- Unit Investment Trusts
- Sales Management
- Retail
- Management
- Microsoft Excel
- Microsoft Office
- Customer Service
Andrew Stevenson Summary
- Andrew Stevenson, based in Summit, NJ, US, is currently a Regional Vice President at Columbia Threadneedle Investments, US. Andrew Stevenson brings experience from previous roles at Columbia Threadneedle Investments, US, Invesco Ltd. and Morgan Stanley Investment Management. Andrew Stevenson holds a Bachelor of Arts in Management @ Gettysburg College. With a robust skill set that includes Mutual Funds, Alternative Investments, Hedge Funds, Separately Managed Accounts, ETFs and more. Andrew Stevenson has 3 emails and 2 mobile phone numbers on RocketReach.
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