Chief Investment Officer @ (October 2024 - October 2024)
Chief Investment Officer @ (October 2016 - October 2024)
Chief Investment Officer @ Brokers International Financial Services, LLC (October 2016 - October 2024)
Senior Product Manager @ (January 2014 - October 2016)
Director Business Development - Investment Solutions @ (January 2011 - December 2013)
Associate Regional Director @ (January 2007 - December 2010)
Andy Osby Education
Grand View University
Bachelor in Business Administration (Finance)
1995-1999
Grand View University
Bachelor of Science (BS) (International Finance)
1995-1999
The American College of Financial Services
ChFC
2007
Andy Osby Skills
Investments
Mutual Funds
Retirement Planning
401k
Asset Allocation
Retirement
Series 7
Finance
Fixed Annuities
Disability Insurance
Microsoft Office
Financial Services
Sales Management
Business Strategy
Public Speaking
Iar
Project Management
Strategic Planning
Investment Advisory
Brokers
Andy Osby Summary
Andy Osby, based in Urbandale, IA, US, is currently a Chief Investment Officer at Integrity. Andy Osby brings experience from previous roles at Integrity, Brokers International Financial Services, LLC and Principal Financial Group. Andy Osby holds a 1995 - 1999 Bachelor in Business Administration in Finance @ Grand View University. With a robust skill set that includes Investments, Mutual Funds, Retirement Planning, 401k, Asset Allocation and more.
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