AeroLeads people directory · profile

Andrew Kingston Email & Phone Number

Investment Operations Administrator at The Bulfinch Group at The Bulfinch Group
Location: Needham, Massachusetts, United States 10 work roles 2 schools
1 work email found @bulfinchgroup.com 2 phones found area 617 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email a****@bulfinchgroup.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Bulfinch Group
Role
Investment Operations Administrator at The Bulfinch Group
Location
Needham, Massachusetts, United States
Company size
138 employees

Who is Andrew Kingston? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andrew Kingston is listed as Investment Operations Administrator at The Bulfinch Group at The Bulfinch Group, a company with 138 employees, based in Needham, Massachusetts, United States. AeroLeads shows a work email signal at bulfinchgroup.com, phone signal with area code 617, and a matched LinkedIn profile for Andrew Kingston.

Andrew Kingston previously worked as Investment Operations Administrator at The Bulfinch Group and Stock Loan Associate at Ustocktrade. Andrew Kingston holds Bachelor'S Degree, Accounting And Finance from Roger Williams University.

Company email context

Email format at The Bulfinch Group

This section adds company-level context without repeating Andrew Kingston's masked contact details.

{first}.{last}@bulfinchgroup.com
89% confidence

AeroLeads found 1 current-domain work email signal for Andrew Kingston. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Andrew Kingston

I am a graduate from Roger Williams University. I received two degrees in Finance and Accounting. I have a strong work ethic and the ability to work independently as well with others in a team. I strive for excellence and welcome new challenges and opportunities.

Listed skills include Time Management, Organization And Prioritization Skills, Problem Solving, Microsoft Office, and 5 others.

Current workplace

Andrew Kingston's current company

Company context helps verify the profile and gives searchers a useful next step.

The Bulfinch Group
The Bulfinch Group
Investment Operations Administrator at The Bulfinch Group
Needham, MA, US
Website
bulfinchgroup.com
Employees
138
AeroLeads page
Company profile
View company profile Email format
10 roles

Andrew Kingston work experience

A career timeline built from the work history available for this profile.

Investment Operations Administrator

Current
The Bulfinch Group

Needham, MA, US

- Review, process and follow up on various brokerage and non-brokerage account requests including asset movement requests, IRA distributions, annuity processing and other cash and asset processing.- Act as subject matter expert for several different responsibilities within brokerage Operations.- Interact with Broker/Dealer on routine brokerage account.

Jul 2022 - Present

Stock Loan Associate

Ustocktrade

- Assist running the company’s proprietary ATS trading platform by providing liquidity to the ATS. This includes check on all stocks in the system and volumes being traded. - Communicates with our clearing houses to make sure all needed stock are in the ATS system for smooth trading before and during open market hours.- In conjunction with the COO ran and.

Nov 2020 - Jan 2022

Business Analyst

John Hancock

Boston, MA, US

- Helped with ad hoc reporting of Salesforce for sales managers and regional sales personal. As well reconcile any missing or corrupt data.- Aided in data clean up and removal of duplications from Peoplesoft to Salesforce.- Gathered requirements for system upgrades to third party CRM application.- Production support for Salesforce users and managed and.

Jan 2020 - Oct 2020

Business Analyst

Fidelity Investments

Boston, MA, US

- Continued work with Fidelity’s eCommunication tool.- Supported the creation and implementation of lexicons that both regulators and the business requested in the application.- Aided with Fidelity’s privacy team on all new data breach law notifications to impacted business units. Assisted in the crafting and editing of privacy letters to Fidelity.

Nov 2018 - Jan 2020

Business Analyst Enterprise Compliance Technology

Fidelity Investments

Boston, MA, US

- Ran daily stand up meeting with business and technology partners to address issues with the compliance applications. - Coordinated all planned installs to ensure compliance with company procedures and insure there were no conflicts with other installs. - Gather requirements and test cases for updating Fidelity’s portfolio manager disclosure application..

Jun 2017 - Nov 2018

Compliance Intern Enterprise Compliance Technology

Fidelity Investments

Boston, MA, US

- Helped organize and migrate content from legacy storage site to Microsoft document central. - Created test cases for compliance’s Global Employee Monitoring System for regression testing post install.

Jun 2016 - Aug 2018

Administrative Intern Relationship Management Middle Office

Fidelity Investments

Boston, MA, US

- Tasked with fulfilling Document Retrieval and Client Presentation requests from Salesforce for Managing Directors.- Aided in the communication with the outgoing service team to make sure the information that was sent out to the Volume Submitter Team was accurate and concise.

May 2015 - Aug 2015

Seasonal Maintenance Associate

G&T Maintenance

- Drive and maintain equipment including trucks, lawn mowers, leaf blower, sanders, snow plows.- Seasonal yard maintenance. (Spring- Fall) - Snowplowing, removal and sanding.

Aug 2010 - Dec 2014

Sailing Instructor

Town Of Yarmouth, Ma

- Level 1 U.S. Sailing Instructor certified. - Planned and lead classes ranging from beginners to experienced sailors.- Maintains fleet of boats, ensuring they are safe and ready for use at classes.- Parent Liaison - relayed information regarding child’s progress and ability to advance to the next level.

Jul 2009 - Aug 2014
Team & coworkers

Colleagues at The Bulfinch Group

Other employees you can reach at bulfinchgroup.com. View company contacts for 138 employees →

KC Kate Crowley Kate Crowley Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States View → RC Ryan Campbell Ryan Campbell Colleague at The Bulfinch GroupGreater Boston, United States View → JC John Coyle, Ricp John Coyle, Ricp Colleague at The Bulfinch GroupGreater Boston, United States View → KB Kathryn Bañez Kathryn Bañez Colleague at The Bulfinch GroupNew Bedford, Massachusetts, United States, United States View → JF John Fitzpatrick John Fitzpatrick Colleague at The Bulfinch GroupCohasset, Massachusetts, United States, United States View → JS Joseph Soares Joseph Soares Colleague at The Bulfinch GroupWhitman, Massachusetts, United States, United States View → HH Heather Holcomb Heather Holcomb Colleague at The Bulfinch GroupNeedham, Massachusetts, United States, United States View → CS Christine Syner Christine Syner Colleague at The Bulfinch GroupGreater Boston, United States View → MS Michel Scheinmann Michel Scheinmann Colleague at The Bulfinch GroupGreater Boston, United States View → CS Carson Smiley Carson Smiley Colleague at The Bulfinch GroupSomerville, Massachusetts, United States, United States View →
2 education records

Andrew Kingston education

Bachelor'S Degree, Accounting And Finance

Roger Williams University

Education record

Needham High School
FAQ

Frequently asked questions about Andrew Kingston

Quick answers generated from the profile data available on this page.

What company does Andrew Kingston work for?

Andrew Kingston works for The Bulfinch Group.

What is Andrew Kingston's role at The Bulfinch Group?

Andrew Kingston is listed as Investment Operations Administrator at The Bulfinch Group at The Bulfinch Group.

What is Andrew Kingston's email address?

AeroLeads has found 1 work email signal at @bulfinchgroup.com for Andrew Kingston at The Bulfinch Group.

What is Andrew Kingston's phone number?

AeroLeads has found 2 phone signal(s) with area code 617 for Andrew Kingston at The Bulfinch Group.

Where is Andrew Kingston based?

Andrew Kingston is based in Needham, Massachusetts, United States while working with The Bulfinch Group.

What companies has Andrew Kingston worked for?

Andrew Kingston has worked for The Bulfinch Group, Ustocktrade, John Hancock, Fidelity Investments, and G&T Maintenance.

Who are Andrew Kingston's colleagues at The Bulfinch Group?

Andrew Kingston's colleagues at The Bulfinch Group include Kate Crowley, Ryan Campbell, John Coyle, Ricp, Kathryn Bañez, and John Fitzpatrick.

How can I contact Andrew Kingston?

You can use AeroLeads to view verified contact signals for Andrew Kingston at The Bulfinch Group, including work email, phone, and LinkedIn data when available.

What schools did Andrew Kingston attend?

Andrew Kingston holds Bachelor'S Degree, Accounting And Finance from Roger Williams University.

What skills is Andrew Kingston known for?

Andrew Kingston is listed with skills including Time Management, Organization And Prioritization Skills, Problem Solving, Microsoft Office, Powerpoint, Microsoft Word, Teamwork, and Microsoft Excel.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.