Andy Budnik
Associate Wealth Management Advisor at Structura Financial Partners
- Role
- Associate Wealth Management Advisor, Structura Financial Partners at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Associate Wealth Management Advisor, Structura Financial Partners
Feb 2024 — Present · Waukesha, WI, US
Education
University of Wisconsin-La Crosse
Bachelor of Science (BS), Business Administration and Management, General - Marketing; Psychology Minor
2003 — 2007
Skills
- Disability Insurance
- Commercial Banking
- Team Leadership
- Powerpoint
- Microsoft Excel
- Nonprofits
- Life & Health Insurance Licenses
- Project Planning
- Management
- Life Insurance
- Small Business
- Quality Assurance
- Mergers & Acquisitions
- Quickbooks
- Organizational Structure
- Business Analysis
- Relationship Building
- Market Research
- Financial Planning
- Teamwork
- Focus Groups
- Risk Management
- Buy-Sell Agreements
- Business Strategy
- Management Consulting
- Financial Analysis
- Human Resources
- Interviewing Skills
- Succession Planning
- Training
- Fundraising
- Business Planning
- Marketing Strategy
- Microsoft Office
- Manage Client Relationships
- Pricing Analysis
- Interviewing
- Cold Calling
- Managerial Finance
- Customer Relationship Management (Crm)
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