Andrew Brockington

Group Retirement Plan Specialist @Mutual of America Financial Group

Atlanta, GA, US
EMAILS
a••••••••@mutualofamerica.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2019 — Present

Group Retirement Plan Specialist @Mutual of America Financial Group

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Atlanta, GA, US

Advisor and relationship manager focused on non-profit organization and small-midsize business retirement plans

EDUCATION

1999 — 2004

Wingate University

Bachelors, Economics/Finance

ABOUT ANDREW BROCKINGTON

I specialize in working and partnering with nonprofit leadership to ensure their respective organizations have a modernized retirement plan in place, that fits current organizational goals and allows them to attract and retain top talent. Using a collaborative process my team focuses on often overlooked areas such as…employee/staff retirement education, plan administration/operational efficiencies and minimizing unnecessary plan cost to make sure the retirement benefit is effective and fits the specific needs of the organization. I have past experience in many verticals of financial planning and financial services including: Non profit/for profit business retirement planning, Private wealth management, Risk management/insurance, Individual retirement planning, as well as specialty banking and credit advising for athletes and UHNW individuals.

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