2013 -2021 Investment, Retirement and Leadership Roles @
2006 -2013 Early Career | Retail Banking @ Multiple Banks
2023 -2023 Financial Advisor @
Andy Ferguson Education
Arizona State University
Bachelor of Arts - BA, Religion/Religious Studies
Andy Ferguson Skills
Managing Meetings
Coaching & Mentoring
Management
Biblically Responsible Investing
Pastoral Tax Planning
University Lecturing
Instructure Canvas
Lesson Planning
Paraplanning
Retirement Savings
Small Business Retirement Planning
Housing Allowance
Pastoral Financial Planning
403(b)(9) Plans
Upselling
Small Business Banking
Establishing New Accounts
Contact Centers
Cash Handling
Customer Service
Career Development Coaching
Training & Development
Call Monitoring
Project Planning
Sales Processes
Operational Planning
Sales Management
Project Implementation
Cross-Organization Collaboration
Strategic Hiring
Lean Six Sigma
Business Process Improvement
Elevated Situations
University Teaching
Financial Education
Course Creation
Financial Planning
Investment Modeling
eMoney Software
401(k) Retirement Savings Plans
Interpersonal Skills
Customer Relationship Management (CRM)
Emotional Intelligence
Investment Strategies
Consultative Selling
Change Management
Retail Banking
Book of Business Management
Annuity Sales
Retirement Income Strategies
Andy Ferguson Summary
Andy Ferguson, based in Scottsdale, AZ, US, is currently a Financial Planner at John Moore Associates. Andy Ferguson brings experience from previous roles at John Moore Associates, Ron Blue Institute and Simplicity Guardian. Andy Ferguson holds a Bachelor of Arts - BA, Religion/Religious Studies @ Arizona State University. With a robust skill set that includes Managing Meetings, Coaching & Mentoring, Management, Biblically Responsible Investing, Pastoral Tax Planning and more. Andy Ferguson has 4 emails and 2 mobile phone numbers on RocketReach.
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