For over four years Andrew William Beil has been working in different jobs. Recently, Andrew worked as a Dcio Internal Sales Specialist in American Century Investments enhancing knowledge. Andrew graduated from University of Missouri in 2014 where the professional got all the required knowledge. Andrew has all required skills and knowledge for this position, that is proven by particular certifications in Cfp You can find Andrew William Beil in Kansas City, Missouri, where he is located nowadays. Connexy has all the data you need to be in touch with Andrew William Beil, such as this expert's number or e-mail. Feel free to send the request to get additional data.
Name variants:
Andru Beil,
Andy Beil,
Drew Beil
Contact Information
Last Update
Jul 11, 2022
Email
aw**@mail.missouri.edu, an**@americancentury.com
Location
Kansas City, MO
Company
Workplace
Dcio Internal Sales Specialist
Kansas City, MO
Industry
Investment Management
Colleagues
Work History
Dcio Internal Sales Specialist
4500 Main St, Kansas City, MO 64105
from Aug 2018
Internal Wholesaler
4500 Main St, Kansas City, MO 64105
May 2017 — Jul 2018
Internal Sales Representative
4500 Main St, Kansas City, MO 64105
Nov 1, 2016 — Apr 2017
Investment Specialist - Priority and Brokerage Investors
4500 Main St, Kansas City, MO 64105
In similar manner to my past positions, I work with investors of the company on a daily basis, dealing with daily manners of their accounts. I am specifically trained to handle clients that ...
Apr 2015 — Nov 2016
Business and Retirement Specialist
4500 Main St, Kansas City, MO 64105
Similar to my last position as an investment representative, I work with clients of the company on a daily basis. Specifically trained on business retirement accounts such as business IRAs, ...
Jan 2015 — Apr 2015
Investment Representative
4500 Main St, Kansas City, MO 64105
Work with clients of the company on a daily basis. On each call, I am responsible for detecting the client's immediate need for the call and also find ways that I can help them or guide them...
Jun 2014 — Jan 2015
Education
2010 — 2014
Occupations
Executive
Director
Sales Specialist
Sales and Service Specialist
Operations Manager
Sales Agent
Sales Representative
Skills
People Skills
Highly Personable
Highly Dedicated
Sales
Investments
Retirement
Mutual Funds
Finance
Series 63
Research
Financial Services
Financial Planning
Microsoft Office
Microsoft Excel
Powerpoint
Microsoft Word
Windows
Customer Service
Teamwork
Public Speaking
Leadership
English
Series 7
Certified Financial Planner
Series 6
Defined Contribution
Territory Management
Personal Financial Planning
Social Media
Photoshop