Andrew Stevenson Email & Phone Number
Regional Vice President @ Columbia Threadneedle Investments
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Andrew Stevenson Location
- Summit, NJ, US
Andrew Stevenson Work
- Regional Vice President @ (June 2018 - Present)
- Senior Regional Advisor Consultant (External Wholesaler) @ (June 2018 - Present)
- Senior Regional Vice President - Wholesaler @ Invesco Ltd. (June 2010 - April 2018)
- Vice President, Regional Sales Director @ (September 2008 - June 2010)
- Vice President, Regional Sales Director @ (March 2006 - September 2008)
- Internal Wholesaler @ (August 2002 - March 2006)
Andrew Stevenson Education
- Gettysburg College
Bachelor of Arts (Management)
Andrew Stevenson Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Build Strong Relationships
- Consultative Selling
- Dcio
- ETFs
- Fund Of Funds
- Hedge Funds
- Insurance
- Interpersonal Skills
- Investment Strategies
- Investments
- Models
- Mutual Funds
- Presentation Skills
- Record Of Success
- SMA
- Sales Presentations
- Separately Managed Accounts
- Series 63
- Series 7
- Unit Investment Trusts
- Written Communication
- 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 401k, Alternative Investments, Asset Allocation, Asset Management, Build Strong Relationships and more. Andrew Stevenson has 3 emails and 2 mobile phone numbers on RocketReach.
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