Andrew Shimp
Senior Vice President | Financial Advisor at CAPTRUST
- Role
- Senior Vice President Financial Advisor at CAPTRUST
- Location
- Dallas County, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew Shimp
I joined CAPTRUST with the acquisition of the financial services division of Holmes…
Experience
Senior Vice President Financial Advisor
Dec 2010 — Present · Des Moines, IA, US
Education
MidAmerica Nazarene University
Bachelor of Science, Business Administration
1998 — 2002
Skills
- Qualified Retirement Plans
- Asset Allocation
- Asset Management
- Investments
- Finance
- 401k
- 403 B
- Retirement Planning
- Pensions
- Investment Strategies
- Non-Qualified Deferred Compensation
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