Andrew Bowling

Experience

• 

  Maurice J Bushell & Co.

  Jul 2019 - Aug 2019

  Marketing Intern

  Collaborated directly with the managing partner to develop a content-based marketing plan, targeting the hospitality sector within London during Brexit. Researched accounting concepts and practices in order to prepare copy for blog posts that would assist in the education of current and prospective clients. Initiated communication with an external marketing agency to evaluate the firm’s marketing plan and to ensure the continuation of projects following my departure. Validated and updated client information system using Excel and online platforms such as Senta and Informanagement UK, to maintain a positive customer experience by ensuring that all 750+ clients had access to important company updates and news. Show less

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  Rainbow Soccer Limite

  Sept 2019 - Nov 2019

  Coach

  Led practices and coordinated with the league, parents and other coaches to pass along information regarding the scheduling of games and practices.

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  CHAPEL HILL-CARRBORO CITY SCHOOLS

  Jan 2020 - Mar 2020

  Spanish Volunteer

  Assisted teachers and students in bilingual classrooms at Frank Porter Graham Elementary with daily lessons concerning reading and comprehension in the Spanish language. Facilitated learning and intercultural connectedness in classes of 20-30 students from varying backgrounds.

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  Fidelity Investments

  Sept 2020 - Mar 2021

  Financial Services Associate

  • Assist customers with processing of loans/withdrawals from their 401(k) retirement and investment accounts, while also ensuring the security of their personal information• Provide customers with tax information regarding specific transactions, including different retirement account money types (ex: pretax, after-tax, Roth)• Inform customers of market fluctuation impacts on stock-in-kind transfers• Ongoing education regarding new governmental regulations and policies, such as CARES Act distributions• Educate customers on rules and restrictions involved in their company plans• Respond to customer queries in an efficient and professional manner, while adhering to company and department standards, no matter the client or query complexity• Leverage company computer systems, online resources and business partner relationships to provide accurate account information and procedure to customers• Demonstrate excellent call handling skills and provide an exemplary business to customer experience Show less

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  Vanguard

  Mar 2021 - Jun 2022

  Advisor Support Associate
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  Wells Fargo

  Jun 2022 - now

  • Wealth Investment Portfolio Manager, Option Strategies Group

    Feb 2025 - now

  • Wealth Investment Associate Portfolio Manager, Option Strategies Group

    Jun 2022 - Feb 2025