Andrew McClure
Vice President
- Role
- Vice President at Equitable Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Andrew McClure
Retirement Income Planning. Tax Strategies. Investment Selection.
Experience
Vice President
Nov 2022 — Present · Dallas-Fort Worth, TX, US
Skills
- Financial Advisory Services
- Microsoft Word
- Project Management
- 401(K)S
- Customer Service
- 403(B) Rollovers
- Teamwork
- Marketing
- Logistics
- Annuities
- Procurement
- Client Education
- Public Speaking
- Powerpoint
- Microsoft Office
- Risk Management
- Wealth Management
- Team Leadership
- 403(B)S
- Supply Chain Management
- Budget Strategies
- New Business Development
- Leadership
- Tableau
- Estate Planning Strategies
- Asset Allocation Strategies
- Financial Planning
- Business Succession Planning
- Sap
- Financial Services
- Analysis
- Ira Rollover Strategies
- Management
- Written & Verbal Communication Abilities
- Retirement Planning
- Microsoft Excel
- International Project Management
- Social Media
- Inventory Management
- Financial Consulting
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