Drew G. Sappenfield
Investment Advisor Representative
Education
- B.S. in Finance, from Eastern Illinois University
- FINRA Series 7 and 66
- Fully Insurance Licensed
Professional Experience
- Boyer Sappenfield Investment Advisors, July 2013- Present
Drew’s duties as a member of Boyer & Sappenfield Team
- Assisting Dan by utilizing many office management skills that incorporate: data entry; preparation of and assistance with financial documents; telecommunication, marketing, compliance, and advertising procedures.
- Coordinating and maintaining software on all office computers, administering and managing paperless office procedures.
- Servicing client’s accounts by annual updates and quality control with confidentiality.