Andrew West

Financial Advisor | Managing DirectorWest Wealth ManagementA private wealth advisory practice of Ameriprise Financial Services, LLC

Role
Financial Advisor at West Wealth Management
Location
Greenville, SC, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Andrew West

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Experience

  1. Financial Advisor

    West Wealth Management

    Sep 2020 — Present

Education

  • Bob Jones University

    Bachelor of Business Administration (BBA)

    2011 — 2015

Skills

  • Contract Management
  • Management
  • Team Building
  • Financial Analysis
  • Leadership
  • Process Improvement
  • Qualified Retirement Plans
  • Accounting
  • Sep Ira
  • Retirement Plan Consulting
  • Contract Negotiation
  • Strategic Planning
  • Simple Ira
  • Project Management
  • Customer Service
  • Microsoft Office
  • 401k
  • Training
  • New Business Development
  • Financial Reporting
  • Cash Balance Plans
  • Public Speaking
  • Estate Planning
  • Budgets
  • Finance
  • Retirement Planning
  • Business Strategy
  • Operations Management
  • International Travel

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