Andrew V. Battle

Andrew V. Battle has a diverse work experience spanning over several companies. Andrew V. started their career at First Citizens Bank in 1998, where they held the role of Vice President and Relationship Manager for over 60 company retirement plans. In this position, they were responsible for all aspects of the retirement plan relationships and collaborated with Business Development Officers to secure new business.

In 2011, Andrew transitioned to Principal Financial Group, where they worked as a Financial Representative, Princor Registered Representative, and Investment Advisor Representative. Their role involved working with small- to mid-size businesses, individuals, and families to provide comprehensive financial planning services. Andrew V. specialized in helping individuals and business owners plan for their financial futures.

Since 2013, Andrew has been working at CAPTRUST, initially starting as a Client Relationship Manager. In this role, they focused on overall client management and delivering exceptional proactive client service. Andrew V. was the primary contact for day-to-day client service needs, providing assistance with plan enrollment, education, and investment options. Later, Andrew was promoted to the position of Manager, Institutional Client Services and then to Manager II, Institutional Client Services.

Overall, Andrew V. Battle has a strong background in client management, financial planning, and retirement plan services.

Andrew V. Battle attended North Carolina Agricultural and Technical State University from 1987 to 1991. During their time there, they studied Electrical Engineering and Mathematics. After completing high school, Andrew went on to pursue higher education at North Carolina Agricultural and Technical State University. However, no specific degree name is provided. Andrew also attended Louisburg High School, although the duration and field of study are not mentioned. In terms of additional certifications, Andrew obtained the "Employee Experience" certification from LinkedIn in August 2021 and the "Confronting Bias: Thriving Across Our Differences" certification from LinkedIn in July 2020.