Andy Buchanan Email and Phone Number
Andy Buchanan work email
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Andy Buchanan personal email
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Experienced Financial Associate with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Customer Service, Microsoft Office products, Quantitative Reasoning and Analysis.
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Associate Financial AdvisorFsm Wealth, Inc.Lexington, Ky, Us
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Associate Financial AdvisorFsm Wealth, Inc. Nov 2022 - PresentLexington, Kentucky, United States -
Personal BankerFifth Third Bank Feb 2019 - Nov 2022 -
Retirement PlannerFidelity Investments Jun 2018 - Dec 2018I provide investment and retirement solutions to individuals who work for tax exempt employers such has hospitals and higher education institutions through consultative conversations to help meet their retirement goals. -
Workplace Planning And Guidance ConsultantFidelity Investments May 2016 - Jun 2018• Analyzed customers situation and provided suitable investment guidance and strategies based on their situation by engaging in consultative conversations• Recommended investment products and created financial plans to achieve goals • Cultivated relationships with clients resulting in life long engagement with firm • Answer customer questions about purposes and details of financial plans and strategies
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Financial AssociateFidelity Investments Apr 2015 - May 2016•Provided financial customer service•Preformed transactions on customers retirement accounts•Studied the rules and regulations of the financial industry •Skills Developed: Industry Knowledge, Problem Solving, Communications
Andy Buchanan Skills
Andy Buchanan Education Details
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Economics And Finance
Frequently Asked Questions about Andy Buchanan
What company does Andy Buchanan work for?
Andy Buchanan works for Fsm Wealth, Inc.
What is Andy Buchanan's role at the current company?
Andy Buchanan's current role is Associate Financial Advisor.
What is Andy Buchanan's email address?
Andy Buchanan's email address is ab****@****ail.com
What schools did Andy Buchanan attend?
Andy Buchanan attended University Of Kentucky.
What skills is Andy Buchanan known for?
Andy Buchanan has skills like Finance, Financial Services, Series 7, Series 66, Microsoft Office, Customer Service.
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Andy Buchanan
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Andy Buchanan
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