Andrew Erisman Email & Phone Number
Fund Investor | Flywheel Conference (Fund 2022 - Fund 2023 - Fund 2024 - Fund 2025 - Fund 2026) @ NCW Tech Alliance
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Andrew Erisman Location
- Bellevue, WA, US
Andrew Erisman Work
- Fund Investor | Flywheel Conference (Fund 2022 - Fund 2023 - Fund 2024 - Fund 2025 - Fund 2026) @ (January 2022 - Present)
- Partner - Client Advisor @ (May 2009 - Present)
- Trust and Investment Committee (Volunteer) @ (September 2013 - October 2025)
- Board Of Directors and Treasurer (Volunteer) @ (January 2017 - November 2018)
- Non-Resident Advisory Board (Volunteer) @ (January 2012 - April 2017)
- Head Coach Bellevue Youth Soccer Club (Volunteer) @ Bellevue Youth Soccer Club (September 2007 - December 2012)
- Executive Director - Wealth Management @ (October 1991 - May 2009)
- Board Member (Volunteer) @ Icicle Creek Center for the Arts (formerly Icicle Creek Music Center) (January 2004 - December 2006)
Andrew Erisman Education
- Wharton School, University of Pennsylvania
Certified Investment Management Analyst® / CIMA® (Executive Education / Certification Program)
2002-2002 - University of Washington
BA (Alpha Delta Phi Fraternity - Advertising Staff, Daily Newspaper)
Andrew Erisman Skills
- Stock Options
- Stock Compensation
- Financial Services
- Investment Strategies
- Private Equity
- Investment Management
- 401(k) Retirement Savings Plans
- Financial Advisory
- Retirement Planning
- Multi-generational wealth transfer
- Concentrated Stock Management
- Non-profit Management
- Estate Planning
- Portfolio Management
- Financial Planning
- Asset Allocation
- Investments
- Wealth Management
- Asset Management
- Alternative Investments
- Restricted Stock
- Deferred Compensation
- Certified Investment Management Analyst
- High Net Worth Individuals
- Executive Pay
- Endowments
- Investors
- Cornerstone
- Services
- Certification
- Net
Andrew Erisman Summary
- Andrew Erisman, based in Bellevue, WA, US, is currently a Fund Investor | Flywheel Conference (Fund 2022 - Fund 2023 - Fund 2024 - Fund 2025 - Fund 2026) at NCW Tech Alliance. Andrew Erisman brings experience from previous roles at Freestone Capital Management, Bellevue Christian School, Bellevue Boys Lacrosse Club and Cascade Medical Center. Andrew Erisman holds a 2002 - 2002 Certified Investment Management Analyst® / CIMA® in Executive Education / Certification Program @ Wharton School, University of Pennsylvania. With a robust skill set that includes Stock Options, Stock Compensation, Financial Services, Investment Strategies, Private Equity and more. Andrew Erisman has 4 emails and 1 mobile phone numbers on RocketReach.
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