Andre Pitts

Andre Pitts Email and Phone Number

Investment Product Sales Specialist @ Equitable
new york, new york, united states
Andre Pitts's Location
Charlotte Metro, United States
Andre Pitts's Contact Details

Andre Pitts personal email

n/a
About Andre Pitts

Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Practice Management, Client Acquisition & Service, Retirement Planning, and Securities Regulation. Strong finance professional graduated from Sacramento State University.

Andre Pitts's Current Company Details
Equitable

Equitable

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Investment Product Sales Specialist
new york, new york, united states
Employees:
1973
Andre Pitts Work Experience Details
  • Equitable
    Investment Product Sales Specialist
    Equitable Aug 2022 - Present
    Charlotte, North Carolina, United States
    • Provide investment-related consultation and sales ideas, positioning of investment strategies, and thematic investment content directly to Equitable Advisors.• Provide sales support in the form of branch visits and presentations, outbound calls to a designated territory of Financial Professionals, and answering incoming inquiries on investments including mutual funds, equities, fixed income, third-party managed accounts, alternative investments, brokerage accounts, and advisory accounts.• Support will also include training, product knowledge, investment research, developing historical illustrations, and sales ideas, and assisting FPs with sale situations.
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  • Northlake Nc Properties Llc
    Real Estate Investor
    Northlake Nc Properties Llc Jan 2018 - Present
    Charlotte, North Carolina Area
    Primarily, focused on providing affordable housing to those underserved by traditional lenders through seller financing. We give those who can’t secure a mortgage the ability to take part in the American dream of homeownership. Secondarily, helping Probate & Trust property owners to liquidate unwanted real and personal property. Free from the emotional ties that can complicate decision-making, my team can save them time, money and headaches as they make important choices regarding their property.
  • Vanguard
    Financial Advisor
    Vanguard Apr 2022 - Aug 2022
    Charlotte, North Carolina, United States
    As a Financial Advisor, I maintain a general understanding of financial planning, capital markets,and the Financial Services industry. I build relationships with Vanguard clients by deliveringcustomized financial advice and portfolio management guidance. This is accomplished byidentifying client needs and working with internal partners to determine a solution. Additionally, Imaintain client records and ensure compliance with Vanguard methodology and investmentguidelines.Based on client investment risk tolerance, I discuss appropriate savings or spending strategies andprovide additional financial planning solutions. At the same time, conducting periodic reviews ofportfolios that address ongoing client advisory needs. This allows me to implement wealth-building strategies based on Vanguard's investment philosophy and the client’s goals.
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  • Lpl Financial
    Senior Business Consultant
    Lpl Financial Nov 2015 - Mar 2022
    Charlotte, North Carolina Area
    I partner with LPL Financial Advisors helping them reach their professional goals through 1:1 practice management support. Focusing on achieving a deep understanding of Advisors businesses, uncovering growth opportunities, and assisting with the development of an action plan, while providing consultative service offerings designed to maximize their affiliation with LPL. In addition, as a Relationship Manager, I'm the primary resource and advocate helping my advisors unlock the value of their partnership with LPL. Through our client engagement model, I profile their practice and connect them with the vast array of expert resources across LPL to help them succeed.
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  • Metlife
    Internal Wholesaler
    Metlife Jul 2013 - Oct 2015
    Charlotte, North Carolina Area
    Responsible for partnering with an External Wholesaler, creating new and managing existing relationships with representatives to increase revenue of MetLife products throughout a geographical sales territory. This is accomplished through a consultative sales approach providing financial insight and product information via the telephone, so representatives can effectively offer MetLife products to their clients.I make proactive sales calls on a daily basis with existing representatives to strengthen relationships and find selling opportunities. This includes sales campaigns, new business, and follow-up meeting calls. Schedule quality appointments each week for the External Wholesaler to meet with producing or potentially producing representatives. Work closely with the External Wholesaler to develop and execute an appropriate business plan to maximize territorial sales. Identify and convert representatives into producing representatives. Create and maintain representative profile levels and data on current and proposed sales activity.
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  • Aon Hewitt
    Personal Finance Consultant
    Aon Hewitt Feb 2011 - Jul 2013
    Charlotte, North Carolina Area
    Responsible for providing Personal Finance Center & Brokerage Clients education related to various retirement and financial topics. Including asset allocation, retirement income options and planning for higher education. I also answered inquires regarding defined contribution plan requirements and basic IRS regulations related to retirement plans.
  • Lpl Financial
    Internal Brokerage Product Consultant
    Lpl Financial Dec 2007 - Feb 2011
    Charlotte, North Carolina Area
    Responsible for driving investment product sales and product workshop attendance in the North Central U.S. through consultative sales support. I consulted on a broad range of investment products including annuities, retirement plans, mutual funds, REITS, hedge funds, managed futures, private equity and other alternative investments. Provided impartial product solutions by discussing sales ideas with advisors to assist them in finding a product that best fit their clients needs and risk tolerance. Attended product sponsor trainings staying up to date with product sales strategies and industry developments regularly. Additionally, cultivated relationships with key account managers and wholesalers to assist with any advisor challenges that may potentially surface.I was assigned a territory to act as the direct contact for financial advisors in that region with a focus on providing quality service, sales ideas, and product support. Conducted Home Office presentation with recruits and new advisors. Additionally, created presentations at department meetings with the goal of improving product knowledge among colleagues.
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  • Lpl Financial
    Lead Retirement Plan Specialist
    Lpl Financial Aug 2005 - Dec 2007
    Greater San Diego Area/ Charlotte Nc
    Answered technical questions about IRS and DOL regulations on IRAs, Profit Sharing Plans, Money Purchase Plans and 401k plans.Handled a high volume of inbound calls pertaining retirement account negotiation.Assisted in plan selection using probing questions and plan comparisons. Mentored new Retirement Service Reps on retirement account negotiation.
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  • Fiserv Iss
    Sr. Client Relationship Representative
    Fiserv Iss Jan 2004 - Aug 2005
    Greater Denver Area
    I promoted Real Estate, Deeds of Trust, Tax Certificates, & Futures Accounts as investment options in self directed retirement plans. Answered technical questions about IRS and DOL regulations on IRAs, Profit Sharing Plans, Money Purchase Plans and 401k plans. I assisted in plan selection using probing questions and plan comparisons.
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  • Oppenheimerfunds
    Back Office Coordinator
    Oppenheimerfunds Aug 1997 - Jan 2004
    Greater Denver Area
    Researched and resolved technical issues involving NSCC processing through FUND/SERV, Networking and Commission SERV reports. I coordinated with broker dealers on networking, trading, and operational issues.
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Andre Pitts Skills

Mutual Funds Retirement Retirement Planning 401k Investments Alternative Investments Fixed Annuities Securities Investment Selection Defined Contribution Profit Sharing Finra Series 6 Consultative Selling Annuities Series 63 Series 7

Andre Pitts Education Details

Frequently Asked Questions about Andre Pitts

What company does Andre Pitts work for?

Andre Pitts works for Equitable

What is Andre Pitts's role at the current company?

Andre Pitts's current role is Investment Product Sales Specialist.

What is Andre Pitts's email address?

Andre Pitts's email address is an****@****lpl.com

What is Andre Pitts's direct phone number?

Andre Pitts's direct phone number is +170431*****

What schools did Andre Pitts attend?

Andre Pitts attended California State University-Sacramento, Sierra High School.

What skills is Andre Pitts known for?

Andre Pitts has skills like Mutual Funds, Retirement, Retirement Planning, 401k, Investments, Alternative Investments, Fixed Annuities, Securities, Investment Selection, Defined Contribution, Profit Sharing, Finra Series 6.

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