Andy M. Black

Plus aucun poste en cours

Profil

Mr. Andy as a Wealth Management Strategist, Andy works directly with clients to structure and implement successful financial plans to include asset allocation decisions, retirement, risk and estate planning.
Andy began his career at The Ayco Company, a division of Goldman Sachs, in 1998.
As a member of the Corporate Executive Financial Counseling division, he assisted high net worth individuals and corporate executives with investment management, financial planning, estate planning, retirement planning, complex tax compliance, and consulting services.
In 2000, Andy joined PricewaterhouseCoopers where he was a Manager in the Personal Financial Services division.
In this role, Andy continued in his work with high net worth individuals and executives while building a firm-wide Investment Consulting practice that eventually consulted on over $2 billion in assets.
Most recently Andy worked as a consultant with a management consulting firm, Blue Slate Solutions.
In this role, Andy provided complex business process analysis and consulting services to multinational Financial Service firms.
Andy is a graduate of Cornell University and is currently pursuing both his Certified Financial Planner and Chartered Financial Analyst designations.

Anciens postes connus de Andy M. Black

Sociétés	Poste	Fin
CIM LLC	Corporate Officer/Principal	31/05/2010

Formation de Andy M. Black

Cornell University

Undergraduate Degree