Andy Robertson Location
Boston, MA, US
Andy Robertson Work
- 2015 - now Founder and President @ Trusted Resource, LLC
- 2010 - now Founder and President @ Capital Indemnity Group
- 2016 - now Co-founder and Vice President, Training and Business Development @ The Corporation for Social Security Claiming Strategies
- 2004 - 2009 Senior Vice President, Financial Institutions and IMO's @ Lincoln Financial Group
- 1999 - 2004 Regional Vice President, Northeast Sales Manager @ Nationwide Financial
- 1998 - 1999 Regional Marketing Director @ Nationwide Financial
- 1997 - 1998 Regional Vice President @ Essex National Securities, LLC
- 1996 - 1997 Regional Sales Consultant @ MDS BankMark
- 1993 - 1996 Financial Advisor @ Shawmut Bank
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
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 3 emails on RocketReach.
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