Andy Duong
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Andy Duong Email & Phone Number

Financial Services Representative at Baystate Financial at Baystate Financial
Location: Boston, Massachusetts, United States 4 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Services Representative at Baystate Financial
Location
Boston, Massachusetts, United States
Company size

Who is Andy Duong? Overview

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Quick answer

Andy Duong is listed as Financial Services Representative at Baystate Financial at Baystate Financial, a with 480 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Andy Duong.

Andy Duong previously worked as Financial Services Representative at Baystate Financial and Investment Management Intern at Manulife. Andy Duong holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at Baystate Financial

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Baystate Financial

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Profile bio

About Andy Duong

I am a University of Massachusetts Amherst Isenberg School of Management graduate working as a Financial Services Representative for Baystate Financial in Wakefield, MA.Preparing for the next step in life isn’t always easy, but identifying financial goals and developing a strategy that will succeed are the first steps to achieving financial freedom.My personal goal is to become a lifetime resource for families, business owners, and individuals with regard to establishing their financial freedom and providing the resources needed to succeed. I am committed to building long-term relationships with my clients as I pride myself in getting to know each client so that I can better understand their individual needs and what matters most to them in order to truly help them reach their personal aspirations.I am licensed to sell insurance in MA.

Current workplace

Andy Duong's current company

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Baystate Financial
Baystate Financial
Financial Services Representative at Baystate Financial
massachusetts, united states
Employees
480
AeroLeads page
4 roles

Andy Duong work experience

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Financial Services Representative

Current

Boston, Massachusetts, United States

ONE CENTURY. ONE FOCUS.The culture at Baystate is a simple one—we’re a customer centric, full service financial firm.Building strong client relationships is our focus. Our firm has helped people pursue their financial and wealth management goals since 1901, and is committed to earning your trust by offering candid financial advice and proactive investment guidance.At Baystate, we go to great lengths to deliver the personalized attention and accessibility you deserve. We believe that a financial strategy is about more than managing money; it’s about providing you with guidance, insight, and results.Baystate is now New England’s largest privately-owned financial services firm, serving over 300,000 clients, and has 17 offices located throughout New England and Florida. We specialize in financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.

Jun 2024 - Present

Investment Management Intern

Boston, Massachusetts, United States

May 2023 - Aug 2023

Barista

Boston, Massachusetts, United States

Apr 2018 - Jan 2022
Team & coworkers

Colleagues at Baystate Financial

Other employees you can reach at baystatefinancial.com. View company contacts for 480 employees →

3 education records

Andy Duong education

Education record

Activities and Societies: Men with Positivity Attitude I Finance Academy I National Honor Society I Recipient of Kevin Ghelli Award

FAQ

Frequently asked questions about Andy Duong

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What company does Andy Duong work for?

Andy Duong works for Baystate Financial.

What is Andy Duong's role at Baystate Financial?

Andy Duong is listed as Financial Services Representative at Baystate Financial at Baystate Financial.

Where is Andy Duong based?

Andy Duong is based in Boston, Massachusetts, United States while working with Baystate Financial.

What companies has Andy Duong worked for?

Andy Duong has worked for Baystate Financial, Manulife, Dunkin'​, and Bridge Boston Charter School.

Who are Andy Duong's colleagues at Baystate Financial?

Andy Duong's colleagues at Baystate Financial include Richard Harwood, Bradlee Van Brunt, Jack Ciesielski, Abigale Hull Shields, Cepa®, and Robyn Cogan.

How can I contact Andy Duong?

You can use AeroLeads to view verified contact signals for Andy Duong at Baystate Financial, including work email, phone, and LinkedIn data when available.

What schools did Andy Duong attend?

Andy Duong holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Isenberg School Of Management, Umass Amherst.

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