Andy Robertson Email & Phone Number
Founder and President @ Trusted Resource, LLC
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Andy Robertson Location
- Boston, MA, US
Andy Robertson Work
- 2015 -now Founder and President @
- 2010 -now Founder and President @
- 2016 -now Co-founder and Vice President, Training and Business Development @
- 2004 -2009 Senior Vice President, Financial Institutions and IMO's @
- 1999 -2004 Regional Vice President, Northeast Sales Manager @
- 1998 -1999 Regional Marketing Director @
- 1997 -1998 Regional Vice President @ Essex Corporation
- 1996 -1997 Regional Sales Consultant @ MDS BankMark
- 1993 -1996 Financial Advisor @
Andy Robertson Education
- Northeastern University
BS (Economics)
1985-1990
Andy Robertson Skills
- Massachusetts Insurance Licenses: Life, Health and Accident
- Mutual Funds
- Series 63
- Financial Services
- Retirement Planning
- Sales
- Fixed Annuities
- Relationship Management
- Leadership
- Marketing
- Life Insurance
- Wealth Management
- Retirement
- Insurance
- Program Management
- Series 6
- Positioning
- Financial Markets
- Sales Management
- Investments
- Series 7
- 401k Rollovers
- Project Management
- Recruiting
- Securities
- 401k
- Financial Planning
- Financial Advisory
- Alternative Investments
Andy Robertson Summary
- Andy Robertson, based in Boston, MA, US, is currently a Founder and President at Trusted Resource, LLC. Andy Robertson brings experience from previous roles at Capital Indemnity Group, The Corporation for Social Security Claiming Strategies, Lincoln Financial Distributors and Nationwide Financial (NFIDAI). Andy Robertson holds a 1985 - 1990 BS in Economics @ Northeastern University. With a robust skill set that includes Massachusetts Insurance Licenses: Life, Health and Accident, Mutual Funds, Series 63, Financial Services, Retirement Planning and more. Andy Robertson has 4 emails and 1 mobile phone numbers on RocketReach.
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Andy Robertson
Founder and President
Boston, MA, US
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Andy Robertson
Founder and President
Boston, MA, US
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