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Andrew Heath

Product Owner, Healthcare Employer Analytics at Fidelity Investments
Intro Book
Andrew Heath is a seasoned financial expert with 16 years of experience at Fidelity Investments, offering leadership, management, and risk management skills, backed by a Bachelor of Business Administration degree.
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Location
Amherst, New Hampshire, United States, US
Skills
  • 401k
  • Retirement Planning
  • Retirement
  • Series 7
  • Series 63
  • Show all
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Bio

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Andrew Heath is a seasoned executive with 16 years of experience at Fidelity Investments, where he has held various leadership roles, including Product Owner, Director of Client and Marketing Analytics, and Senior Business Analyst. As a holder of Series 7 and Series 63 licenses, he brings expertise in financial analysis, business analysis, and risk management. With a Bachelor of Business Administration degree from Bryant University, Heath has developed a strong foundation in leadership, management, and team leadership, having managed teams of up to 18 associates in a call center environment.

Experience

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Product Owner, Healthcare Employer Analytics
      • Feb 2019 - Present

      Responsible for development and deployment of advanced analytics product offering for Healthcare Workplace clients

    • Director of Client and Marketing Analytics
      • Jun 2018 - Jan 2019

      Responsible for developing analytics solutions and performing analysis for client supporting our marketing organization within workplace retirement plans

    • Consultant
      • Sep 2016 - Jun 2018

    • Senior Business Analyst
      • Sep 2014 - Sep 2016

    • Service Delivery Manager
      • Nov 2011 - Sep 2014

      Managing 15-18 associates in call center environment servicing plan participants on 401k retirement plans.

    • 401k/403b retirement specialist representative
      • Oct 2007 - Nov 2011

      Serviced plan participants on their 401k and 403b retirement plans helping with retirement readiness, proactive education and expertise.

Education

  • 2005 - 2007
    Bryant University
    Bachelor of Business Administration (BBA), Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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