Andrew Eppes
Financial planning for tradespeople turned owners
- Role
- Financial Advisor at Bluecrest Financial Alliances
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Andrew Eppes
I spent 5 years as a school teacher and football coach. I loved my work, but I worried…
Experience
Financial Advisor
May 2011 — Present · Dallas, TX, US
Education
The University of Texas at Austin
Bachelor of Arts, History; UTeach Liberal Arts Program
2001 — 2006
Skills
- Program Management
- Disability Insurance
- Coaching
- Team Leadership
- Marketing
- Risk Managment
- Leadership Development
- Team Building
- Management
- Budgets
- Life Insurance
- Finance
- Small Business
- Mckesson Employees Federal Credit Union
- Teaching
- Access
- Investment Strategies
- Employee Benefits
- Retirement
- Curriculum Design
- Tax Strategies
- Financial Planning
- Portfolio Management
- Analysis
- Sales
- Banking
- Mutual Funds
- Risk Management
- Tax
- Administration
- Financial Modeling
- Retirement Planning
- Business Strategy
- Wealth Management
- Financial Analysis
- Wealth
- Long-Term Care
- Strategy
- Succession Planning
- Insurance
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