Andrew Apma Email & Phone Number
Regional Director @ Financial Services Company
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Andrew Apma Location
- Philadelphia, PA, US
Andrew Apma Work
- 2024 -now Regional Director @
- 2021 -2024 Associate Regional Director @
- 2020 -2021 Market Director @
- 2016 -2021 Founder @
- 2015 -2019 Regional Sales Manager @
- 2014 -2015 Advisor Practice Tools and Capabilities - On-Line Tool Expert @
- 2012 -2014 Financial Advisor @
- 2010 -2012 Production Services @
- 2008 -2009 Guest Services and Concierge and PBX @
Andrew Apma Education
- Kaplan University
Accredited Portfolio Management Advisor (AMPA®) Designation (Finance and Financial Management Services)
2023-2024 - Kaplan University
Behavioral Financial Advisor (BFA™) Designation (Financial Planning and Services)
2021-2021 - Kaplan University
(Certified Financial Planning™ (CFP®) Education)
2015-2017 - College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®) Designation (Financial Planning and Services)
2013-2014 - California State University, Monterey Bay
Bachelor of Science in Business Administration (Marketing and Entrepreneurship Concentrations)
2006-2011
Andrew Apma Skills
- Retirement Planning
- Investments
- Insurance
- Finance
- Sales
- Social Media
- Marketing
- Budgets
- Event Management
- Microsoft Office
- Microsoft Excel
- Customer Service
- Leadership
- Management
- Time Management
- Public Speaking
- Retirement
- Financial Strategies
- Estate Strategies
- Strategic Financial Strategies
- Personal Financial Strategies
- Estate Planning
- Financial Advisory
- PowerPoint
- Financial Planning
- Strategic Financial Planning
- Microsoft Word
- Real Estate
- Wealth
- Social Media Marketing
- Personal Financial Planning
- Services
- Sales Manager
Andrew Apma Summary
- Andrew Apma, based in Philadelphia, PA, US, is currently a Regional Director at Ameriprise Financial Services, LLC. Andrew Apma brings experience from previous roles at Ameriprise Financial Services, LLC, Thrivent, OZ Cycles, LLC and Ameriprise Financial Services, Inc.. Andrew Apma holds a 2023 - 2024 Accredited Portfolio Management Advisor (AMPA®) Designation in Finance and Financial Management Services @ Kaplan University. With a robust skill set that includes Retirement Planning, Investments, Insurance, Finance, Sales and more. Andrew Apma has 2 emails and 1 mobile phone numbers on RocketReach.
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