Andrew Gerber
Vice President | RIA Custody Solutions at Axos Advisor Services
- Role
- Vice President Ria Custody Solutions at Axos Advisor Services at Axos Advisor Services
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Andrew Gerber
With a robust background in strategic B2B relationships and finance, I am currently serving as Vice President at Axos Advisor Services, following a tenure at Schwab Advisor Services. My expertise in strategy and consulting, honed over several years, empowers me to drive growth and enhance service offerings. At Axos, our team\'s mission aligns with my commitment to building enduring partnerships and delivering innovative solutions. We\'re dedicated to steering advisors through the dynamic financial landscape, leveraging my deep understanding of advisor needs to foster impactful collaborations.
Experience
Vice President Ria Custody Solutions at Axos Advisor Services
Jun 2024 — Present · Omaha, NE, US
Education
Creighton University
BSBA, Finance
2003 — 2007
Skills
- Series 63
- Management
- Relationship Management
- Series 7
- Business Development
- Wealth Management
- Securities
- Financial Services
- Business Relationship Management
- Investments
- Sales
- Asset Management
- Investment Advisory
- Series 66
- Mutual Funds
- Uniform Combined State Law
- Financial Planning
- Strategic Financial Planning
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