Andrew McGill
Serving Biotech and Pharma Professionals to position themselves to live a life of abundance and avoid throwing away generational wealth | Golf Geek
- Role
- Financial Advisor at Twelve Points Wealth Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Andrew McGill
My team and I educate individuals and families on organizing, protecting and saving their…
Experience
Financial Advisor
Twelve Points Wealth Management
Oct 2021 — Present · Concord, MA, US
Manage private clients relationships• Collaborate with clients in every aspect of their lives• Direct interaction with clients on investment strategy and financial planning topics• Work with the Financial Planning team to create analyses to assist clients with optimizing their tax and financial situation
Education
Loyola University Maryland
Bachelor of Science (BS), Finance; Minor: Information Systems
2010 — 2014
Skills
- Teamwork
- Microsoft Office
- Marketing
- Powerpoint
- Finance
- Event Management
- Access
- Social Media
- Customer Service
- Microsoft Word
- Team Leadership
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