Andrew Carrillo Email & Phone Number
President and CEO
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Andrew Carrillo Location
- Florida, United States
Andrew Carrillo Work
- 2012 -now President and CEO @ Barnett Capital Advisors
- 2009 -2012 Registered Representative @ Invest Financial Corporation
- 2009 -2012 President @ U.S. Capital Advisors & Associates
- 2007 -2009 Financial Advisor @
Andrew Carrillo Education
- Wharton School of Business
(Investment Strategies and Portfolio Management Program)
2011-2011 - Certified Financial Planner Board of Standards
CFP® (Financial Planning)
2008-2010 - College for Financial Planning
CRPC® (Retirement planning)
2008-2008 - Florida State University
BS (International Affairs, Finance)
2003-2007 - College for Financial Planning
AWMA® (Accredited Wealth Management Advisor)
Andrew Carrillo Skills
- Retirement Planning
- Investments
- Strategic Financial Planning
- Retirement
- Portfolio Management
- Finance
- Wealth
- Insurance
- Series 7
- Management
- Wealth Management
- Investment Advisory
- Asset Allocation
- Unfortunately due to regulations I cannot accept or post endorsements. Thank you
- Financial Reporting
- Microsoft Office
- Microsoft Excel
- ACLS
Andrew Carrillo Summary
- Andrew Carrillo, based in Florida, United States, is currently a President and CEO at Barnett Capital Advisors. Andrew Carrillo brings experience from previous roles at Invest Financial Corporation, U.S. Capital Advisors & Associates and Ameriprise Financial. Andrew Carrillo holds a 2011 - 2011 Wharton School of Business. With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Retirement, Portfolio Management and more. Andrew Carrillo has 1 emails and 1 mobile phone numbers on RocketReach.
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