Customer Relationship Advocate
Current- Acquiring my Series 7 and 63 FINRA licenses. - Assisting clients in the brokerage setting with a multitude of needs over the phone.
Jul 2024 - Present
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Andy Davis Email & Phone Number
Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University
at
Fidelity Investments
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University
Location
Denver, Colorado, United States
Company size
Who is Andy Davis? Overview
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Quick answer
Andy Davis is listed as Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University at Fidelity Investments, a with 52767 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Andy Davis.
Andy Davis previously worked as Customer Relationship Advocate at Fidelity Investments and College Financial Representative Intern at Northwestern Mutual. Andy Davis holds Bachelor Of Science In Business Administration, Major: Management And Innovation, Minor: Entrepreneurship And Innovation from Colorado State University.
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Fidelity Investments
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Profile bio
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.
Current workplace
Andy Davis's current company
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Fidelity Investments
6 roles
Andy Davis work experience
A career timeline built from the work history available for this profile.
College Financial Representative Intern
- Licensed to recommend Accident and Health, Life Insurance products. - Building a client based book of business. - Sitting in on X number of client meetings.
Dec 2023 - Jul 2024
Campus Manager
- Selling custom apparel to X number of CSU student organizations and businesses in the Fort Collins area.
Nov 2023 - Jun 2024
Food Service Worker
- Fast-paced environment, working with multiple teams per shift.
May 2022 - Aug 2022
Customer Service Lead
- Trained X number of new employees.- Assisted management and sponsors with course events.
Jun 2019 - Jun 2021
Customer Service Representative
- Assisted X number of guests with their needs around the course.
Jul 2018 - Jun 2019
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
SD
Sangamesh Devagiri
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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AW
April Willison
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
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CG
Cathryn Gartley
Colleague at Fidelity InvestmentsGreater Boston, United States
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JB
Jennifer Barnett
Colleague at Fidelity InvestmentsNashua, New Hampshire, United States
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SG
Sham Ganglani
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States
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SJ
Shobha J Mohan
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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KS
Kylee Schaadt
Colleague at Fidelity InvestmentsAurora, Indiana, United States
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PT
Paul Tegasan
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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AE
Alejandro Echevarría, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States
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Sangamesh Devagiri
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
GS
Gretchen Spencer
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
AW
April Willison
Colleague at Fidelity InvestmentsJacksonville, Florida, United States
View →
CG
Cathryn Gartley
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
JB
Jennifer Barnett
Colleague at Fidelity InvestmentsNashua, New Hampshire, United States
View →
SG
Sham Ganglani
Colleague at Fidelity InvestmentsMansfield, Massachusetts, United States
View →
SJ
Shobha J Mohan
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
View →
KS
Kylee Schaadt
Colleague at Fidelity InvestmentsAurora, Indiana, United States
View →
PT
Paul Tegasan
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
AE
Alejandro Echevarría, Mba
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
2 education records
Andy Davis education
Bachelor Of Science In Business Administration, Major: Management And Innovation, Minor: Entrepreneurship And Innovation
Education record
FAQ
Frequently asked questions about Andy Davis
Quick answers generated from the profile data available on this page.
What company does Andy Davis work for?
Andy Davis works for Fidelity Investments.
What is Andy Davis's role at Fidelity Investments?
Andy Davis is listed as Customer Relationship Advocate at Fidelity Investments | Graduate from Colorado State University at Fidelity Investments.
Where is Andy Davis based?
Andy Davis is based in Denver, Colorado, United States while working with Fidelity Investments.
What companies has Andy Davis worked for?
Andy Davis has worked for Fidelity Investments, Northwestern Mutual, Fresh Prints, Colorado State University, and The Golf Club At Redmond Ridge.
Who are Andy Davis's colleagues at Fidelity Investments?
Andy Davis's colleagues at Fidelity Investments include Sangamesh Devagiri, Gretchen Spencer, April Willison, Cathryn Gartley, and Jennifer Barnett.
How can I contact Andy Davis?
You can use AeroLeads to view verified contact signals for Andy Davis at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Andy Davis attend?
Andy Davis holds Bachelor Of Science In Business Administration, Major: Management And Innovation, Minor: Entrepreneurship And Innovation from Colorado State University.
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