Andrew Barrier
Exit Planning for Founders | Building Second-Half Legacies | VP Private Wealth Advisor at U.S. Bank
- Role
- Vice President at U.S. Bank
- Location
- Corona del Mar, CA, US
- LinkedIn followers
- 500 followers
About Andrew Barrier
I work with founders, executives, and multi-generational families on succession, exit, and legacy planning. My focus is on guiding clients through liquidity events, investment diversification from concentrated assets, and wealth transfer strategies so they can confidently navigate the “second half” of wealth by preserving assets, transferring values, and achieving long-term goals for their families.With an Executive MBA and a background in exit planning, private wealth advisory, and corporate strategy, I bring a disciplined approach to building client relationships, coordinating with CPAs, attorneys, investment bankers, and trust officers to deliver integrated solutions. My role is to act as quarterback by ensuring every element of a client’s wealth plan works together to protect, grow, and transition their legacy.
Experience
Vice President
Oct 2025 — Present · Corona del Mar, CA, US
Manage a book of privately held business owners and families to protect their wealth and plan their next chapter by helping them unlock the equity in their business, exit planning, liquidity event planning, and wealth preservation strategies.Exit PlanningInvestment ManagementPrivate BankingMulti-generational wealth transfer strategies
Education
University of California, Irvine - The Paul Merage School of Business
Executive MBA
Portland State University - School of Business
Bachelor of Science (B.S.), Business Administration and Management, General
Skills
- Supply Chain Management
- Cross-Functional Team Leadership
- Transportation Management
- Operations Management
- Lean Logistics
- Public Speaking
- Continuous Improvement
- Logistics
- Customer Service
- Teamwork
- Supervisory Skills
- Transportation
- Team Building
- Management
- Trucking
- Sales
- Team Leadership
- Account Management
- Logistics Management
- Kaizen
- Lean Thinking
- Supply Chain
- Leadership
- Microsoft Excel
- Powerpoint
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.