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Drew Green Location
Muskegon, MI, US
Drew Green Work
Financial Advisor @ (November 2025 - Present)
Financial Consultant @ (May 2018 - November 2025)
Investment Consultant @ (February 2017 - May 2018)
National Retirement Planner @ (October 2015 - February 2017)
Retirement Relationship Manager @ (June 2013 - October 2015)
Retirement Solutions Representative @ (June 2012 - June 2013)
Investment Solution Representative @ (February 2012 - June 2012)
Financial Services Representative @ (January 2011 - February 2012)
Project Coordinator @ (July 2009 - January 2011)
Transmission Specialist @ (September 2007 - July 2009)
Student @ (January 2007 - January 2008)
Drew Green Education
Central Michigan University
BSBA (Finance)
2001-2008
Xavier University
CFP Ceritification Program
Drew Green Skills
Microsoft Office
Relationship Management
Vendor Management
Finance
Customer Service
Strategic Planning
Financial Analysis
Series 7
Uniform Combined State Law
Financial Services
Sales
Project Planning
PowerPoint
Retirement Planning
Mutual Funds
Research
Investments
Finance Consulting
Hold Series 7
Separately Managed Accounts
Variable Annuities
Fixed Annuities
Life And Health Insurance Licenses
Drew Green Summary
Drew Green, based in Muskegon, MI, US, is currently a Financial Advisor at Foguth Financial Group. Drew Green brings experience from previous roles at Fidelity Investments. Drew Green holds a 2001 - 2008 BSBA in Finance @ Central Michigan University. With a robust skill set that includes Microsoft Office, Relationship Management, Vendor Management, Finance, Customer Service and more. Drew Green has 2 emails and 6 mobile phone numbers on RocketReach.
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