Andrew Witherow Mba, Cfp Email & Phone Number

Hingham, Ma, Us

175 Derby Stunit 16Hingham, Ma 02043-4035

Personalized financial and investment strategies Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation.

Greater Boston Area

Greater Boston Area

Tripled territory sales from previous salesperson in the first year, and doubled sales in second yearHelped raise assets in the largest Closed End Fund IPO in 2014, $900M+ Was the first internal hired into the field for the companyBrought three new mutual funds to market during my tenure at Destra CapitalBrought four new closed end funds to market during my tenure at Destra CapitalResponsible for creating, developing and driving new and existing sales in the New England areaWholesale mutual funds, closed end funds and BDC’s Successfully drive sales of a startup product with little marketing material or platform placementGuide the relationship with my internal, who went on to get promoted into the field based on our successManage an expense account of $50K a year

#2 in the company in gross sales for 2011 with $273.5 million.Surpassed 2010 sales goal of $195 million by August.#1 percent to goal in 2009, 213%.Actively involved in day to day sales, communicating with current and new clients.Awarded for achieving $300 Million in territory sales for 2008.Support three Field Directors in New England on a day to day basis.Plan, develop, implement and report results on my own Business Plan Review each quarter.Update and manage a list of 300 top producers in our territory.Indepedently develop campaigns and sales initiatives for our territory.Completed professional development course on public speaking

Chosen to be a member of 8 person top performing IRG product team Selected for (1 of 6) and completed first ever internship with Janus Global Advisors "Blazing a Trail for a Position in Sales"Provided in-depth product and client portfolio education (app. 40 calls per day); also completed client follow-up outgoing calls as a member of IRG teamCompleted specialized sales training with outside consultant Doug Harkins

Management team achieved third lowest P&L report in 80 restaurant companyOpened high volume Denver location; promoted to manager after 3 months as a serverCompleted 5 week training course in operational management and leadership training

•Managed telephone transactions of 60-100 calls per day, including transactions with clients, brokers and dealers, fed fund wires, adjustments, and account maintenance as well as account, fund, tax information and fund/service features•Responded to 40 to 50 written inquiries per week from Liberty customers•Recalculated dividends and determined required minimum distribution amounts on retirement accounts•Acted as a mentor for new employees

Managed telephone transactions of 60-100 calls per day, including transactions with clients, brokers and dealers, fed fund wires, adjustments, and account maintenance as well as account, fund, tax information and fund/service featuresResponded to 40 to 50 written inquiries per week from Liberty customersRecalculated dividends and determined required minimum distribution amounts on retirement accountsActed as a mentor for new employees

Managed daily kitchen operations, which generated 70% of 300-seat restaurant's revenueSolely responsible for $600,000.00 annual food and supplies budgetScheduled 30 person kitchen staff, resolved employee labor issues, and interviewed and hired up to 5 applicants per weekSkills Excel, Access, Microsoft Office Suite

Mba, Finance/International Business

Bachelor Of Arts, Economics