Andy Canavan
Project Manager at Fidelity Investments
- Role
- Project Manager at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Experience
Project Manager
Jan 2003 — Present
Customize and implement strategic plans for each new relationship by outlining all events, timeframes and goals to ensure a seamless transition from a sales prospect to client. Troubleshoot issues on behalf of the advisory firms to ensure a seamless delivery of their book of business. Analyze the procedures, products, and business practices of the RIA to align with Fidelity’s policies and procedures and negotiate mutually acceptable solutions and alternatives when necessary.
Education
Westfield State University
Bachelor of Arts (BA)
1988 — 1992
Skills
- Series 65
- Empathy
- Relationship Management
- Negotiation
- Project Management
- Series 7
- Retirement Planning
- Troubleshooting
- Wealth Management
- Problem Solving
- Employee Benefits
- Retirement
- Bonds
- Customer Experience
- Financial Services
- Crm
- Investments
- Mutual Funds
- Asset Allocation
- Trading
- Securities
- Customer Relationship Management (Crm)
- Sales
- Strategic Planning
- Series 63
- Customer Service
- Analysis
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