Andy Robertson
Founder and President at Trusted Resource, LLC
- Role
- Founder and President at Capital Indemnity Group
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Andy Robertson
As founder and President of Capital Indemnity Group and Trusted Resource, I work daily…
Experience
Founder and President
Jan 2010 — Present · Wrentham, MA, US
Capital Indemnity Group is a value added, advisor focused, marketing organization committed to building meaningful distribution partnerships with the independent financial advisors in the New England marketplace.
Education
Northeastern University
BS, Economics
1985 — 1990
Skills
- Massachusetts Insurance Licenses: Life, Health and Accident
- Mutual Funds
- Series 63
- Financial Services
- Retirement Planning
- Sales
- Fixed Annuities
- Relationship Management
- Leadership
- Marketing
- Life Insurance
- Wealth Management
- Retirement
- Insurance
- Program Management
- Series 6
- Positioning
- Financial Markets
- Sales Management
- Investments
- Series 7
- 401k Rollovers
- Project Management
- Recruiting
- Securities
- 401k
- Financial Planning
- Financial Advisory
- Alternative Investments
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