Andrew Burkhardt Email & Phone Number
Private Banker @ Morgan Stanley
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Andrew Burkhardt Location
- New York, NY, US
Andrew Burkhardt Work
- Private Banker @ (September 2024 - Present)
- Senior Client Relationship Manager @ PNC Private Bank (April 2017 - December 2023)
- Citi Private Client Relationship Manager @ Citibank (June 2012 - April 2017)
- Senior Relationship Manager @ (September 2008 - May 2012)
Andrew Burkhardt Education
- Northeastern University
Bachelor's degree (Finance and Economics)
1991-1996
Andrew Burkhardt Skills
- Banking
- Builds Relationships
- Business Development
- Client Accounts
- Communication
- Complex Sales
- Critical Thinking
- Customer Acquisition
- Customer Engagement
- Customer Experience
- Customer Relationship Management (CRM)
- Customer-Focused Selling
- FINRA
- Finance
- Financial Analysis
- HNW
- High-Net-Worth Individuals (HNWI)
- Interpersonal Skills
- Investments
- Leadership
- Needs Assessment
- Negotiation
- New Business Development
- Oral Communication
- Private Banking
- Problem Solving
- Sales Processes
- Trust Management
- Wealth Management
- Workload Prioritization
- Series 63
- Intercom
- Fixed Income
- Insurance
- Retirement Planning
- Two Way Communication
- Account Management
- Video Surveillance Cctv
- Business Analysis
- Process Improvement
- Access Control
- Strategic Planning
- Financial Services
- Barrier Gates
- Network Administration
- Rentals
- Security System
- Project Management
- Series 7
- Securities
- Structured Wiring
Andrew Burkhardt Summary
- Andrew Burkhardt, based in New York, NY, US, is currently a Private Banker at Morgan Stanley. Andrew Burkhardt brings experience from previous roles at PNC Private Bank, Citibank and HSBC. Andrew Burkhardt holds a 1991 - 1996 Bachelor's degree in Finance and Economics @ Northeastern University. With a robust skill set that includes Banking, Builds Relationships, Business Development, Client Accounts, Communication and more. Andrew Burkhardt has 2 emails and 1 mobile phone numbers on RocketReach.
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