Andrew V. Drew Battle
Manager II, Institutional Client Services at CAPTRUST
- Role
- Manager Ii, Institutional Client Services at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Andrew V. Drew Battle
Retirement Plans Associate (RPA) designation from IFEBP• Series 6, 63 and 65 licensed• Over 27 years in the financial services industry• A lifelong Triangle area native, married for over thirty years and blessed with three childrenSpecialties:Retirement plan administration, investment selection and monitoring, plan participant education and enrollment, compliance, plan testing, and plan design.As a manager, I am focused on helping my team to reach their full potential professionally by removing roadblocks, suggesting ways to enhance their skillset, and giving them opportunities for growth. Our collective ultimate goal is to be impactful and to give service beyond expectation with our clients and in the communities in which we serve.
Experience
Manager Ii, Institutional Client Services
Jan 2023 — Present · Raleigh, NC, US
Education
North Carolina Agricultural and Technical State University
Electrical Engineering, Mathematics
1987 — 1991
Skills
- Series 63
- Sales
- Financial Planners
- Asset Allocation
- Risk Management
- Financial Advisory
- Customer Service
- Retirement
- Strategic Financial Planning
- Retirement Planning
- Series 6
- Insurance
- Investments
- Disability Insurance
- 401k
- Financial Services
- Insurance Planning
- Wealth Management
- Series 65
- Retirement Plan Consulting
- Wealth
- Non-Qualified Deferred Compensation
- Pensions
- Voluntary Employee Benefits
- In-Depth Knowledge of Erisa Documents
- Financial Planning
- Investment Advisory
- Long-Term Disability
- Estate Planning
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