Andrew Jabro, MBA
Investment Consultant at Flexible Plan Investments, Ltd.- Claim this Profile
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Arabic -
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Spanish -
Topline Score
Bio
Credentials
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Level 1 Candidate
CFA Institute -
Bloomberg Terminal
Bloomberg -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
DIFS -
Money Guide Pro
MoneyGuidePro® Created by PIEtech, Inc. -
Salesforce
Salesforce -
Series 6
FINRA -
Series 63
FINRA -
Series 65
FINRA
Experience
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Flexible Plan Investments, Ltd.
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United States
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Financial Services
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1 - 100 Employee
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Investment Consultant
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Jun 2021 - Present
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TCF Bank
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Banking
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700 & Above Employee
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Wealth Officer
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Oct 2020 - Jun 2021
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Citizens Financial Group, Inc.
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Banking
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700 & Above Employee
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Premier Advisor
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Jun 2020 - Oct 2020
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Senior Licensed Banker
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May 2020 - Jun 2020
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Licensed Banker
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Jan 2018 - Jun 2020
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Paraplanner
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Jul 2014 - Nov 2017
Effectively gather financial data to assist and educate our clients on wealth management, such as asset strategies Provide and prepopulate applications towards insurance, annuities and retirement accounts Support financial staff in clerical duties, such as answering phones/e-mail, and executing tasks on time and consistently in a clear and concise manner Effectively gather financial data to assist and educate our clients on wealth management, such as asset strategies Provide and prepopulate applications towards insurance, annuities and retirement accounts Support financial staff in clerical duties, such as answering phones/e-mail, and executing tasks on time and consistently in a clear and concise manner
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Line Cook
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Jun 2014 - Oct 2014
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Line Cook
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Aug 2012 - Jul 2014
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Bag Boy
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Oct 2010 - Apr 2012
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Education
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2018 - 2020
Walsh College
Master of Business Administration - MBA, Finance, General -
2013 - 2017
Oakland University
Bachelor's degree, Accounting and Finance -
2009 - 2013
West Bloomfield High School
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