Andy Davis

Andy Davis Email and Phone Number

Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University @ Fidelity Investments
boston, massachusetts, united states
Andy Davis's Location
Denver, Colorado, United States, United States
About Andy Davis

Graduate from Colorado State University’s College of Business, with a major in Management and Innovation and a minor in Entrepreneurship and Innovation. Enjoy working in and leading teams that work face-to-face and over the phone with clients. Currently following my passion for the financial services industry with Fidelity Investments.

Andy Davis's Current Company Details
Fidelity Investments

Fidelity Investments

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Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Andy Davis Work Experience Details
  • Fidelity Investments
    Customer Relationship Advocate
    Fidelity Investments Jul 2024 - Present
    Greenwood Village, Colorado, United States
    - Acquiring my Series 7 and 63 FINRA licenses. - Assisting clients in the brokerage setting with a multitude of needs over the phone.
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  • Northwestern Mutual
    College Financial Representative Intern
    Northwestern Mutual Dec 2023 - Jul 2024
    Fort Collins, Colorado, United States
    - Licensed to recommend Accident and Health, Life Insurance products. - Building a client based book of business. - Sitting in on X number of client meetings.
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  • Fresh Prints
    Campus Manager
    Fresh Prints Nov 2023 - Jun 2024
    Fort Collins, Colorado, United States
    - Selling custom apparel to X number of CSU student organizations and businesses in the Fort Collins area.
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  • Colorado State University
    Food Service Worker
    Colorado State University May 2022 - Aug 2022
    Fort Collins, Colorado, United States
    - Fast-paced environment, working with multiple teams per shift.
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  • The Golf Club At Redmond Ridge
    Customer Service Lead
    The Golf Club At Redmond Ridge Jun 2019 - Jun 2021
    Redmond, Washington, United States
    - Trained X number of new employees.- Assisted management and sponsors with course events.
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  • The Golf Club At Redmond Ridge
    Customer Service Representative
    The Golf Club At Redmond Ridge Jul 2018 - Jun 2019
    Redmond, Washington, United States
    - Assisted X number of guests with their needs around the course.
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Andy Davis Education Details

Frequently Asked Questions about Andy Davis

What company does Andy Davis work for?

Andy Davis works for Fidelity Investments

What is Andy Davis's role at the current company?

Andy Davis's current role is Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University.

What schools did Andy Davis attend?

Andy Davis attended Colorado State University, Kaplan.

Who are Andy Davis's colleagues?

Andy Davis's colleagues are Cass Brannen, Maureen Wasylak, Asha Mallya, Bill Purvin, Cmt, Jessica Paul, Philippe Smyth-Laporte, Anne D.

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