Andrew Gorman is a eficient professional, that works in Fidelity Investments main office of which is in 499. on the position of Assistant Branch Manager since 2018. This expert has earned professional experience in more than six positions at different companies. Andrew Gorman went to the Imd Business School and received education there. This person has these professional qualifications: Awma®, Accredited Wealth Management Advisor, Crpc®, Chartered Retirement Planning Counselor, and Series 7 (General Securities Rep). Ridgewood, New Jersey is the area, where this person was known to live. This expert's phone number and email are easily accessed through Connexy on demand.
Name variants:
Andru Gorman,
Andy Gorman,
Drew Gorman
Contact Information
Workplace
Colleagues
Work History
Assistant Branch Manager
245 Summer St, Boston, MA 02210
Responsible for the performance management, coaching, training, motivation and development of sales, support, and operations-related branch staff.
from Nov 2018
Head, Wealth Planning Sales, Executive Director
Head, Wealth Planning Sales, Executive Director Recruited to UBS to create, develop and lead a team of direct sales specialists responsible for Financial Planning, Retirement Solutions inclu...
Mar 2009 — Aug 2018
Retirement Plan Consultant, Vice President
1585 Broadway, New York, NY 10003
Created and presented retirement solutions to Senior Management, Regional Managers, Financial Advisors and clients in order to expand the distribution channels. Coordinated and led on-site f...
2006 — Feb 2009
Manager, Internal Sales Team
1585 Broadway, New York, NY 10003
Promoted to develop, manage and mentor twelve retirement plan consultants within Retirement Solutions for qualified retirement plans including 401(k), 403(b), 457 and non-qualified programs ...
2003 — 2006
Client Relationship Manager
1585 Broadway, New York, NY 10003
Served as single point of contact for 401(k), Profit Sharing, ESOP and non-qualified programs totaling over $600MM. Proactively developed relationships with Financial Advisors and clients to...
1999 — 2003
Senior Benefit Team Leader
100 Campus Dr, Florham Park, NJ 07932
Managed retirement benefit services and client conversions provided to plan sponsors of 401(k), defined benefit and non-qualified programs ensuring service agreements were met, including adm...
1995 — 1999
Occupations
Executive
Assistant Branch Manager
Accountant
Finance and Accounting Specialist
Chief Executive Officer
Business Unit Manager
Administrative Services Manager
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Chief Executive
Skills
Vendor Management
Retirement Planning
Fixed Annuities
Series 7
Strategic Financial Planning
Financial Advisory
Risk Management
Wealth Management Services
Wealth Management
Finra
Qualified Retirement Plans
Securities
Iras
Retirement
Insurance
Financial Services
Fixed Income
Equities
Series 63
Life Insurance
Asset Allocation
Financial Planning
Alternative Investments
Finance
Asset Management
Investments
Business Planning
Consulting
Management
Leadership
FAQs about Andrew Gorman
What's the main profession of Andrew Gorman?
This professional's job is Assistant Branch Manager
What are the profession of Andrew?
These person's professions are Executive and Assistant Branch Manager
Where is Andrew Gorman currently located?
The professional is currently located in Ridgewood, New Jersey.
Does Andrew Gorman have the email address?
an**@ubs.com is Andrew Gorman's email address.
How many companies did Andrew Gorman work at?
The professional worked at six jobs.
What education does Andrew Gorman have?
Andrew studied at the Imd Business School.
Are there any certifications Andrew Gorman has?
The professional received the following certifications: Awma®, Accredited Wealth Management Advisor, Crpc®, Chartered Retirement Planning Counselor, and Series 7 (General Securities Rep).
What is professional industry that Andrew Gorman worked in?
Andrew works in Financial Services industry.