Team Leader, Managed Account Support Specialist @ (March 2022 - February 2026)
Onboarding Team Leader @ (November 2021 - March 2022)
Client Management Representative @ (July 2021 - November 2021)
Premier Banker II, Assistant Vice President @ (January 2017 - July 2021)
Regional Bank Private Banker 1 @ (December 2015 - January 2017)
Personal Banker II @ (December 2013 - December 2015)
Personal Banker 1 @ (December 2011 - December 2013)
key Hourly Manager @ Applebees International (December 2008 - December 2011)
Devin Andersen Education
J Sargeant Reynolds Community College
Devin Andersen Skills
Series 63
Banking
Banking Solutions
Retirement Planning
Sales
Personal Banking
Loan Origination
Portfolio Management
Cross Selling
Notary
Mortgage Lending
Series 6
Finance
Microsoft Word
Leadership Development
Credit
Training
Customer Service
Financial Analysis
Loan Officers
Management
Coaching
Banking Relationships
Retail Banking
Training Facilitation
Series 65
Series 7
Devin Andersen Summary
Devin Andersen, based in Glen Allen, VA, US, is currently a Director, Fidelity Wealth and Brokerage Compliance at Fidelity Investments. Devin Andersen brings experience from previous roles at Fidelity Investments and Wells Fargo. Devin Andersen holds a J Sargeant Reynolds Community College. With a robust skill set that includes Series 63, Banking, Banking Solutions, Retirement Planning, Sales and more. Devin Andersen has 1 emails and 1 mobile phone numbers on RocketReach.
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