Andy Bean Email & Phone Number
Financial Consultant @ Fidelity Investments
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Andy Bean Location
- Columbus, OH, US
Andy Bean Work
- Financial Consultant @ (February 2024 - Present)
- Investment Consultant @ (July 2023 - January 2024)
- Planning Consultant @ (January 2023 - June 2023)
- Financial Advisor @ (October 2022 - January 2023)
- Financial Advisor @ West Point Financial Group (July 2020 - October 2022)
- Financial Representative @ (January 2020 - July 2020)
- Regional Hybrid Wholesaler @ (June 2016 - November 2019)
- Internal Wholesaler I @ (August 2014 - June 2016)
Andy Bean Education
- Ohio University
Bachelor of Business Administration (BBA) (Finance, General)
2010-2014
Andy Bean Skills
- Series 66
- Series 7
- Series 63
- Life Insurance
- Microsoft Office
- Customer Service
- Event Planning
- PowerPoint
- Microsoft Excel
- Microsoft Word
- Teamwork
- Time Management
- Leadership
- Research
- Public Speaking
- Data Analysis
- Microsoft PowerPoint
- Sales
- Marketing
Andy Bean Summary
- Andy Bean, based in Columbus, OH, US, is currently a Financial Consultant at Fidelity Investments. Andy Bean brings experience from previous roles at Fidelity Investments, Merrill Lynch and West Point Financial Group. Andy Bean holds a 2010 - 2014 Bachelor of Business Administration (BBA) in Finance, General @ Ohio University. With a robust skill set that includes Series 66, Series 7, Series 63, Life Insurance, Microsoft Office and more. Andy Bean has 2 emails and 3 mobile phone numbers on RocketReach.
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