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Andrew Merchant
Partner - Prime Capital Investment Advisors @Prime Capital Financial
Wichita, KS, US
EMAILS
a••••••••@primefinancial.com
MOBILE NUMBERS
+13•••••••55
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WORK HISTORY
Oct 2021 — Present
Partner - Prime Capital Investment Advisors @Prime Capital Financial
EDUCATION
2002 — 2005
The University of Kansas
BS, Sociology/Communications
2006 — 2008
Baker University, MBA
MBA, Business/Marketing
SKILLS
LeadershipMortgage LendingFinancial AnalysisInvestmentsPersonal Trust AdminstrationBusiness Succession PlanningNon-Profit BoardsAccount ManagementIrasPensionsWealth Management ServicesSales401k RolloversTrainingManagementBusiness AnalysisSeries 7529 PlansCustomer ServiceDirect SalesInsuranceRisk ManagementEmployee Benefit PlansSales PresentationsSocial SecurityFinanceSales ProcessRetirement PlanningEstate PlanningEmployee BenefitsCrm
ABOUT ANDREW MERCHANT
As a Wealth Management Advisor, or Wizard of Wealth as my family refers to me, I am…
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