Andrew Seitz
Director | Wealth Management Performance Strategy | Advisor Growth | Finance & Business Leadership
- Role
- Director - Performance Coach at Merrill Lynch
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Andrew Seitz
Finance and business leader with 15+ years across wealth management, strategic finance, advisor growth, and field leadership.Built career across analytics, divisional finance, business management, and performance coaching—partnering with senior leaders to improve advisor productivity, growth strategy, and operating performance.Experience spans translating complex financial data into field execution, coaching leadership teams, influencing market strategy, and driving measurable business outcomes across large advisor populations.Career foundation includes leadership roles at Merrill plus early finance experience at L’Oréal and Johnson & Johnson.
Experience
Director - Performance Coach
Apr 2022 — Present · Indianapolis, IN, US
Lead strategic coaching and business execution support for leadership teams and advisor practices • Translate enterprise priorities into field action that drives measurable business outcomes • Influence growth strategy, advisor performance, and leadership execution across key markets • Serve as a strategic partner in advancing advisor business development and operational excellence
Education
Penn State University
Finance, Finance, General
2005 — 2009
Skills
- Banking
- Risk Management
- Financial Statement Analysis
- Management
- Analysis
- Sarbanes-Oxley
- Financial Analysis
- Financial Planning
- Leadership
- Program Management
- Financial Modeling
- Business Planning
- Operations Management
- Accounting
- Internal Audit
- Microsoft Excel
- Marketing
- Budgets
- Finance
- Managerial Finance
- Financial Reporting
- Auditing
- Corporate Finance
- Wealth Management
- Sarbanes-Oxley Act
- Strategic Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.