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Drew Green Location
Muskegon, MI, US
Drew Green Work
2025 -now Financial Advisor @
2018 -2025 Financial Consultant @
2017 -2018 Investment Consultant @
2015 -2017 National Retirement Planner @
2013 -2015 Retirement Relationship Manager @
2012 -2013 Retirement Solutions Representative @
2012 -2012 Investment Solution Representative @
2011 -2012 Financial Services Representative @
2009 -2011 Project Coordinator @
2007 -2009 Transmission Specialist @
2007 -2008 Student @
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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