Andy Lebolt

Andy Lebolt

Sales Manager

Andy Lebolt is a skilled expert, working in Jurs Montgomery Brokerage as a Sales Manager from 2010. Andy Lebolt has earned professional experience in more than three positions at various companies. Andy Lebolt went to the Western New England College and was studying from 1975 to 1979. Pittsford, New York is the city, where this person was known to live. The person's e-mail and phone can be easily accessed through this website on demand.
Name variants:
Andreas Lebolt, Andrew Lebolt, Drew Lebolt, Andrea Lebolt
Last updated Jun 21, 2024

Contact Information

Last Update
Jul 7, 2022
Email
al**@hotmail.com, al**@jmbrokerage.com
Location
Pittsford, NY
Company
Jurs Montgomery Brokerage, LLC

Workplace

Work History

Sales Manager

Rochester, New York Area
from Mar 2010

AVP of Compensation

In charge of three independent broker dealer commission departments with three legacy commission system.
from Jul 2001

VP of Mutual Fund Trading and Compensation

Oversaw All operations of the Mutual Fund Trading Desk,Annuity Processing and compensation Department with a staff of 30 individuals.
Jan 2002 — Jun 2008

Education

Occupations

Executive
Sales Manager
Sales Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Sales Agent
Accounting Bookkeeper
Bookkeeper
Sales Representative

Skills

Equities
Annuities
Strategic Financial Planning
Management
Series 63
Financial Advisory
Fixed Annuities
Retirement
401K
Investment Advisory
Insurance
Financial Services
Retirement Planning
Wealth Management
Financial Planning
Mutual Funds
Life Insurance
Series 7
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