Investment Advisor Representative @ (May 2016 - December 2023)
Chief Operations Officer - Family Enterprises @ (October 2016 - September 2020)
Advisor @ (April 2023 - September 2023)
Chief Financial Officer @ (July 2020 - February 2023)
Registered Representative @ (January 2006 - April 2016)
General Manager @ NCH Tax & Wealth Advisors (January 2002 - April 2016)
Andrew Carroll Education
Cal State Fullerton, College of Business and Economics
Bachelor of Arts (Business Administration, Accounting & Finance)
2002-2006
Rocklin High
HIgh School Degree
1998-2002
Andrew Carroll Skills
Estate Planning
Financial Advisory
Consulting
Business Profitability
Financial Planners
Fixed Annuities
Insurance
Tax
IRAs
Investments
Finance
401k
Exit Strategies
Investment Advisory
Asset Allocation
Strategic Planning
Asset Managment
Wealth Management
Life Insurance
Mutual Funds
Management Consulting
Strategic Financial Planning
Microsoft Office
Investment Strategies
Financial Goals
Wealth
Long Term Care Insurance
Small Business
Retirement
Series 7
Andrew Carroll Summary
Andrew Carroll, based in McKinney, TX, US, is currently a Chief Financial Officer at Final Frontier Manufacturing. Andrew Carroll brings experience from previous roles at Accrual Empire, Carroll Family Holdings, LLC, CFO Andrew and Kingstone Financial. Andrew Carroll holds a 2002 - 2006 Bachelor of Arts in Business Administration, Accounting & Finance @ Cal State Fullerton, College of Business and Economics. With a robust skill set that includes Estate Planning, Financial Advisory, Consulting, Business Profitability, Financial Planners and more. Andrew Carroll has 4 emails and 2 mobile phone numbers on RocketReach.
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