Drew Green Location
Muskegon, MI, US
Drew Green Work
- 2025 - now Financial Advisor @ Foguth Financial Group
- 2018 - 2025 Financial Consultant @ Fidelity Investments
- 2017 - 2018 Investment Consultant @ Fidelity Investments
- 2015 - 2017 National Retirement Planner @ Fidelity Investments
- 2013 - 2015 Retirement Relationship Manager @ Fidelity Investments
- 2012 - 2013 Retirement Solutions Representative @ Fidelity Investments
- 2012 - 2012 Investment Solution Representative @ Fidelity Investments
- 2011 - 2012 Financial Services Representative @ Fidelity Investments
- 2009 - 2011 Project Coordinator @ KeyBank
- 2007 - 2009 Transmission Specialist @ KeyBank
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
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 3 mobile phone numbers on RocketReach.
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