Andrew Gold Email
Vice President of Wealth Management @ Prestige Wealth Management
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Andrew Gold Location
- Texas, United States
Andrew Gold Work
- Vice President of Wealth Management @ (January 2024 - Present)
- Financial Advisor @ (October 2020 - January 2024)
- Vice President of Tax Strategy @ PWM Tax Group (January 2026 - Present)
- Financial Advisor @ (May 2018 - October 2020)
- Senior Financial Consultant @ (February 2017 - May 2018)
- Financial Consultant @ (February 2015 - February 2017)
- Internet Sales Consultant @ (August 2014 - February 2015)
Andrew Gold Education
- Institute of Business & Finance
Certified Tax Specialist (CTS)
2023-2023 - The American College of Financial Services
Chartered Financial Consultant (ChFC) (Financial Planning and Services)
2021-2022 - The University of Texas at San Antonio
Finance (General)
2012-2013 - Our Lady of the Lake University
Business and Personal/Financial Services Marketing Operations
2011-2012 - Corporate Finance Institute® (CFI)
Financial Planning & Wealth Management Professional (FPWM) (Financial Planning and Services)
2022 - Corporate Finance Institute® (CFI)
Capital Markets & Securities Analyst (CMSA) (Financial Planning and Services)
2022 - Surgent EA Tax Academy
Tax Planning and Preparation
2022
Andrew Gold Skills
- Account Management
- Automotive
- B2B
- Budgeting
- Business Development
- Business Planning
- Business Strategy
- Business-to-Business (B2B)
- CRM
- Capacity Planning
- Client Services
- Cold Calling
- Communication
- Comprehensive Planning
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Data Analysis
- Direct Sales
- Estate and Trust Planning
- Finance
- Financial Analysis
- Financial Risk Management
- Financial Services
- Forecasting
- Generational Planning
- Investment Management
- Investments
- Leadership
- Management
- Marketing
- Marketing Strategy
- Microsoft Excel
- Microsoft Office
- Negotiation
- New Business Development
- Portfolio Strategies
- Presentations
- Pricing Strategy
- Profit
- Public Speaking
- Sales
- Sales Management
- Sales Operations
- Sales Process
- Strategic Planning
- Team Building
- Vehicles
Andrew Gold Summary
- Andrew Gold, based in Texas, United States, is currently a Vice President of Wealth Management at Prestige Wealth Management. Andrew Gold brings experience from previous roles at Prestige Wealth Management, PWM Tax Group, Edward Jones and D&M Leasing. Andrew Gold holds a 2023 - 2023 Certified Tax Specialist (CTS) @ Institute of Business & Finance. With a robust skill set that includes Account Management, Automotive, B2B, Budgeting, Business Development and more. Andrew Gold has 1 emails on RocketReach.
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Top Prestige Wealth Management Employees
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Andrew Gold
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