Andrew Thomas Rosenberger
Advisor Services Fidelity Investments Charitable Gift Fund
- Role
- Advisor Services Associate at Fidelity Charitable
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Andrew Thomas Rosenberger
Over the past 10 years I have lived in Colorado, California, North Carolina, Michigan, Germany, Spain, Italy, and Switzerland. I hiked over 100 miles of Northern Spain’s El Camino De Santiago, and survived a avalanche slide while skiing in the high Alps of Switzerland. Traveling through life in such a capacity has granted me a specific insight into how people communicate and share ideas, and my professional background has benefited greatly from my social awareness and unique experiences.Higher education, fundraising, and service delivery along with my presentation skills in business and background in film and theatre, afford me the ability to professionally and efficiently promote products and services. It is my aspiration to be a member of an ambitious team that will profit from my diverse skills, passion, and experience. INTERESTS: Humanitarian Work: Volunteer at National Sports Center for the Disabled, The Salvation Army, Dairy Center for the Arts & Kalamazoo Gospel Mission, Higher Education, Theatre for Social Reform, Trail Running, Ski Mountaineering, Rock Climbing, Film History, Editing & Filmmaking
Experience
Advisor Services Associate
Aug 2017 — Present · Raleigh, NC, US
Educated advisors on managed account products and services for the Charitable Investment Advisor Program for accounts exceeding a quarter million. Directly collaborated with the Service Delivery, Grants, Contributions, Nonprofit, Donor Services, Private Donor Group, Complex Assets, Fundraising, Investments, Finance, and Program teams. Assisted with fee collection and account liquidations of DAFs. Fidelity Charitable gave an unprecedented $4.5 billion across more than 1 million donor-recommended grants, to nearly nonprofit organizations and received nearly $70 million in cryptocurrency. Fidelity Investments Charitable Gift Fund is the largest public charity in the United States, holding over $30 billion in assets under management as of 2019.Fidelity Investments is among the most diversified financial services firms in the world. Last year Fidelity had $11.8 trillion AUA, Assets Under Administration. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through financial intermediary firms.
Education
Portage Central High School
High School Diploma, College Prep
University of Colorado Boulder
Associate’s Degree, A.A. Theatre Performance
University of Colorado Boulder
Bachelor’s Degree, B.A. Film Studies
2010
Skills
- Advertising
- Creative Writing
- Community Outreach
- Teaching
- Time Management
- Editing
- Social Media
- Social Media Marketing
- Microsoft Excel
- Mentoring
- Customer Service
- Zendesk
- Training
- Curriculum Design
- Management
- Team Building
- Nonprofits
- Music
- Fundraising
- Performing Arts
- Communication
- Social Networking
- Event Planning
- Event Management
- Microsoft Word
- Staff Development
- Marketing
- Entertainment
- Blue Cherry
- Tutoring
- Leadership
- Higher Education
- Acting
- Theatre
- Writing
- Symphony
- Public Speaking
- Teamwork
- Philanthropy
- Softeon
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