Talk to sales Try for Free
Andy Mangin, CMFC®

Andy Mangin, CMFC®

Internal Wholesaler

Followers of Andy Mangin, CMFC®1000 followers
location of Andy Mangin, CMFC®Green Bay, Wisconsin Metropolitan Area

Connect with Andy Mangin, CMFC® to Send Message

Connect

Connect with Andy Mangin, CMFC® to Send Message

Connect

  • Timeline

  • About me

    Senior Vice President at Fisher Investments

  • Education

    • Norwich University

      2010 - 2014
      Bachelor's Degree Business Administration (Finance and Economics)

      Activities and Societies: Football Team, Corps of Cadets Norwich is the oldest private military school in the country.

    • American University

      2012 - 2012
      Washington Semester Program Global Economics and International Business

      Recommended and sponsored by Norwich University School of Business to attend the Washington Semester Program in Global Economics & International Business at AU (January 2012 through May 2012).

  • Experience

    • Eaton Vance

      Aug 2015 - Jan 2017
      Internal Wholesaler

    • Highland Capital Management, L.P.

      Jan 2017 - Oct 2018
      Director - External Wholesaler

    • Morgan Stanley

      Oct 2018 - Nov 2021
      Financial Advisor, Private Wealth Management

    • Fisher Investments

      Dec 2021 - now

      • Senior Vice President

        Jul 2024 - now

      • Regional Vice President

        Dec 2021 - now

  • Licenses & Certifications

    • CMFC®, Chartered Mutual Fund Counselor℠

      College for Financial Planning
      Jun 2015

    • Series 66

      NASAA
      Nov 2015

    • Series 63

      Financial Industry Regulatory Authority (FINRA)
      Nov 2014