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Andy Boyd Location
Cincinnati, OH, US
Andy Boyd Work
Vice President, Managing Director @ (July 2023 - Present)
Managing Director @ (September 2015 - July 2023)
Client Service Administrator @ (April 2012 - September 2015)
Retirement Benefits Case Manager @ (June 2009 - April 2012)
Defined Benefits and Defined Contribution Specialist @ (June 2007 - June 2009)
Andy Boyd Education
Xavier University
Bachelor of Arts (B.A.) (History)
2003-2007
Andy Boyd Skills
401k
Series 63
Retirement
Management
Investments
Process Improvement
Retirement Planning
CRM
Sales
Mutual Funds
Microsoft Office
Case Management
PowerPoint
Relationship Management
Marketing
Resolutions
Strategic Planning
Financial Services
Private Equity
Private Placements
Equity Capital Markets
Investment Management
Venture Capital
Corporate Finance
Capital Structure
Asset Management
High Yield Bonds
Special Situations Investing
Alternative Investments
Andy Boyd Summary
Andy Boyd, based in Cincinnati, OH, US, is currently a Vice President, Managing Director at Fidelity Investments. Andy Boyd brings experience from previous roles at Fidelity Investments. Andy Boyd holds a 2003 - 2007 Bachelor of Arts (B.A.) in History @ Xavier University. With a robust skill set that includes 401k, Series 63, Retirement, Management, Investments and more. Andy Boyd has 1 mobile phone numbers on RocketReach.
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