Andrew Messner
Kirkwood,MO
Summary
Financial distribution professional with track record of driving impactful results and fostering team collaboration. Skilled in strategic planning, market analysis, and client relationship management. Known for adaptability, reliability, and strong focus on achieving business objectives. Prepared to bring innovative solutions and keen understanding of industry and market dynamics to role.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Regional Consultant
MFS Investment Management
06.2020 - Current
- Exceeded territory sales goals in 2020, 2021, 2022 & 2023 in key metrics including fixed income, equity, defined contribution, and overall market share
- Responsible for distribution of MFS strategies to third party intermediaries including: broker-dealers, independent and wirehouse financial advisors
- Demonstrated an in-depth understanding of the key business, marketing and regulatory landscape for mutual fund growth in the broker-dealer, independent advisor, and DCIO channels
- Collaborate with internal sales, marketing, and investment teams to ensure coverage, support and follow-up
- Collaborated with cross-functional teams to develop innovative solutions tailored to meet client needs and expectations.
Internal Sales Team Leader
MFS Investment Management
01.2018 - 06.2020
- Develop and implement ideas to generate new sales for VA and WV territory as well as Southeast division
- Work with external wholesaler in finding innovative ways to position existing products and generate interest in our investment approach utilizing PGG reports
Senior Regional Sales Representative
MFS Investment Management
11.2015 - 12.2017
- Develop and maintain a strong working relationship with both clients and prospects in VA and WV
- Understand and respond to client questions regarding economic conditions and patterns, financial data and fund trends
Inbound Sales Representative
MFS Investment Management
07.2015 - 10.2015
- Pitched MFS core platform strategies to various wirehouse, bank, and independent financial advisors
- Collaborated with internal and external wholesalers for creating competitive sales opportunities
Investment Advisor Representative
McAdam Financially Advanced
05.2014 - 07.2015
- Advanced ability to understand and articulate complex financial and legal documents to clients
- Managed allocated portfolios unique to each client based on objective and suitability
Financial Assistant
Boston Partners Financial Group, LLC
03.2014 - 06.2014
Education
Bachelor of Arts - Business, Focus in Finance
Saint Anselm College
Manchester, NH05.2014
Skills
- CFA Level II Candidate
- FINRA Series 6, 7, 63, 65
- Salesforce
- Morningstar
- Operations Management
- Industry Expertise
- Client Relationships
- MS Office
- Team Collaboration
- Relationship Building
- Public Speaking
Certification
- CFA Level II Candidate
- FINRA: Series 7, 6, 65, 63
Leadership Experience
- Highschool Lacrosse Coach, Kirkwood, MO, 09/01/22, Present
- The Red Key Society, Treasurer
- Men’s Varsity Lacrosse, Captain
- Student Orientation Leader, 08/01/12, 05/01/13
Timeline
Senior Regional Consultant
MFS Investment Management
06.2020 - Current
Internal Sales Team Leader
MFS Investment Management
01.2018 - 06.2020
Senior Regional Sales Representative
MFS Investment Management
11.2015 - 12.2017
Inbound Sales Representative
MFS Investment Management
07.2015 - 10.2015
Investment Advisor Representative
McAdam Financially Advanced
05.2014 - 07.2015
Financial Assistant
Boston Partners Financial Group, LLC
03.2014 - 06.2014
- CFA Level II Candidate
- FINRA: Series 7, 6, 65, 63
Bachelor of Arts - Business, Focus in Finance
Saint Anselm College
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