Andrew Johnsen Email & Phone Number

Managing Director @ Waterloo Capital Management

5 free lookup(s).

Andrew Johnsen Location

Dallas, TX, US

Andrew Johnsen Work

2023 - now Managing Director @ Waterloo Capital Management
2020 - 2023 Founding Partner - Private Wealth Manager @ Paragon Private Wealth Group
2014 - 2020 Financial Advisor @ Merrill Lynch
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2013 - 2014 Director of Sales @ Blue Calypso

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Andrew Johnsen Education

Indiana University
Bachelor's Degree (Economics)
2008 - 2012

Andrew Johnsen Skills

Account Management
Sales Management
Public Speaking

Financial Advisory
Investments
Divorce Wealth Management Planning
Generational Wealth Transfer
Goals Based Planning Approach
Wealth Managment
Estate And Retirement Planning Services

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Andrew Johnsen Summary

Andrew Johnsen, based in Dallas, TX, US, is currently a Managing Director at Waterloo Capital. Andrew Johnsen brings experience from previous roles at Paragon Private Wealth Group , Merrill Lynch Wealth Management and Blue Calypso. Andrew Johnsen holds a 2008 - 2012 Bachelor's Degree in Economics @ Indiana University. With a robust skill set that includes Account Management, Sales Management, Public Speaking, Financial Advisory, Investments and more. Andrew Johnsen has 2 emails and 2 mobile phone numbers on RocketReach.

Andrew Johnsen Emails

Found 2 emails

Andrew Johnsen Phone Numbers

Found 4 phone numbers

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Andrew Johnsen

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Top Waterloo Capital Management Employees

Don Simoneaux

President at Waterloo Capital Management

Austin, TX, US
2
- gmail.com
- waterloocap.com
5
- 512693XXXX
- 512693XXXX
- 337578XXXX
- 601664XXXX
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Andrew Johnsen

Managing Director at Waterloo Capital Management

Dallas, TX, US
2
- gmail.com
- waterloocap.com
4
- 916849XXXX
- 214929XXXX
- 214801XXXX
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Nora Dyer

Investment Operations Manager at Waterloo Capital Management

Houston, TX, US
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- meetrosy.com
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- yahoo.com
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David Sabonghy

Senior Wealth Advisor at Waterloo Capital Management

Houston, TX, US
2
- gmail.com
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5
- 832287XXXX
- 281822XXXX
- 512777XXXX
- 281558XXXX
- 281822XXXX
Evette Mock-Hernandez

Senior Relationship Manager at Waterloo Capital Management

Austin, TX, US
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Jordan Mehal

Client associate and Paraplanner at Waterloo Capital Management

Dallas, TX, US
1
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1
- 805423XXXX
Taylor Chatmas

Marketing Manager at Waterloo Capital Management

Austin, TX, US
1
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