Verified recordFinancial Services

Andrew Avery

Investment Operations Associate at Clearstead Advisory Solutions

Based in Norfolk, United States

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Seniority

Staff

Department

Operations

Location

Norfolk

Industry

Financial Services

Company size

40

Contact information

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Email

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a•••••••@clearstead.com

Phone

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+1 ••• •••• ••••

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Background

About Andrew Avery

I help companies deliver results for people. I do this by leveraging my skills in Microsoft Excel, customer service, and fundamental analysis to enable the companies to serve clients in the best way possible. My dedication to continuous process improvement will enable companies to grow sustainably. Process Optimizer: I am continually searching for ways to make processes better while automating tasks that are repetitive, decreasing human error. Customer Service Specialist: Half a decade in customer service enables me to work directly with the end-client. I thrive in environments where professionalism and tact are of the highest importance.*The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

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