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Andrew Rumbelow
Director-level Client Success & Relationship Management leader in Financial Services
Fisher InvestmentsUniversity of MississippiCamas, WA13 Years ExperienceDirector LevelWorks On-Site
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Experience
Group Manager – Enterprise Custody RelationshipsFisher Investments · Jun 2025 – Present
Program Manager – Enterprise Custody RelationshipsFisher Investments · Apr 2024 – Jun 2025
Analyst – International Complaint ResolutionFisher Investments · May 2021 – Apr 2024
Analyst – UK Portfolio StrategyFisher Investments · May 2018 – May 2021
Analyst – Portfolio StrategyRaymond James · Feb 2015 – Sep 2017
Analyst – Pricing & ValuationsFidelity Investments · Jul 2013 – Apr 2014
Associate – Institutional Retirement RelationshipsFidelity Investments · Jun 2012 – Jul 2013
Associate – Retail Brokerage OperationsFidelity Investments · Jan 2012 – Jun 2012
Want to connect with Andrew? We'll make a personal introduction.
Education
University of Mississippimaster, Business Administration (2015)
Rhodes Collegebachelor, International Relations (2011)
Skills
Root Cause AnalysisRegulatory ComplianceProcess ImprovementForecastingJiraStakeholder ManagementContract NegotiationVendor ManagementOnboardingRequirements GatheringTestingClient Success ManagementRelationship ManagementEnterprise Relationship ManagementCustody Operations
Languages
English
Certifications
FINRA Series 7FINRA Series 66
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