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Andy Canavan Location
Boston, MA, US
Andy Canavan Work
Project Manager @ (January 2003 - Present)
Financial Representative @ (January 2000 - January 2003)
Operations Specialist @ (January 1998 - January 2000)
Business Analyst @ (January 1996 - January 1998)
Retirement Specialist @ (January 1994 - January 1996)
Mutual Fund Rep @ (January 1993 - January 1994)
Andy Canavan Education
Westfield State University
Bachelor of Arts (BA)
1988-1992
Belmont High School 1984-1988
Andy Canavan Skills
Financial Services
Investments
Mutual Funds
CRM
Series 7
Analysis
Retirement
Series 63
Project Management
Sales
Wealth Management
Relationship Management
Customer Service
Strategic Planning
Asset Allocation
Bonds
Trading
Securities
Problem Solving
Negotiation
Employee Benefits
Customer Experience
Empathy
Troubleshooting
Series 65
Customer Relationship Management (CRM)
Retirement Planning
Customer Relationship Management Crm
Customer Relationship Management
Andy Canavan Summary
Andy Canavan, based in Boston, MA, US, is currently a Project Manager at Fidelity Investments. Andy Canavan brings experience from previous roles at Fidelity Investments. Andy Canavan holds a 1988 - 1992 Bachelor of Arts (BA) @ Westfield State University. With a robust skill set that includes Financial Services, Investments, Mutual Funds, CRM, Series 7 and more. Andy Canavan has 2 emails on RocketReach.
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