Andrew Barrette
Advisor Success @ Pontera
- Role
- Advisor Success Associate at Pontera
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Advisor Success Associate
Sep 2025 — Present · NY, US
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to securely and compliantly manage on assets in held-away accounts, including 401(k)s, 403(b)s, and more. The platform is designed to work across many account types and seamlessly integrate with existing portfolio management tools to help advisors improve their clients\' financial outcomes.
Education
Georgetown University
Bachelor's degree, Economics
2021 — 2025
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