Andrew Kirchner Email & Phone Number
Financial Planner and Portfolio Manager, Chief Compliance Officer @ Elevation Wealth Partners, LLC
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Andrew Kirchner Location
- Benicia, CA, US
Andrew Kirchner Work
- Financial Planner and Portfolio Manager, Chief Compliance Officer @ (February 2025 - Present)
- Client Service and Portfolio Manager, Chief Compliance Officer @ (November 2022 - Present)
- Client Service and Trading Associate @ (November 2020 - November 2022)
- Overlay Manager @ Envestnet, Inc (Formerly FolioDynamix) (December 2015 - December 2018)
- Due Diligence Analyst @ SCF Securities, Inc. (February 2014 - April 2015)
- Strategy Analyst @ (January 2011 - January 2013)
- Lead and Security Analyst Internship @ Perdue School Investment Fund (January 2010 - January 2011)
- Marine @ U.S. Marine Corps (January 2000 - January 2008)
Andrew Kirchner Education
- University of Maryland - Robert H. Smith School of Business
MBA
2011-2013 - Salisbury University
Bachelor of Science, Finance
2009-2011 - University of Maryland Global Campus
Bachelor of Science (Information Systems Management)
2005-2009
Andrew Kirchner Skills
- Services
- Finance
- Strategy
- Due Diligence
- Business Analysis
- Overlay
- Project Management
- Financial Services
- Leadership
- Customer Service
Andrew Kirchner Summary
- Andrew Kirchner, based in Benicia, CA, US, is currently a Financial Planner and Portfolio Manager, Chief Compliance Officer at Elevation Wealth Partners, LLC. Andrew Kirchner brings experience from previous roles at Elevation Wealth Partners, LLC, ZRC Wealth Management, LLC, Envestnet, Inc (Formerly FolioDynamix) and SCF Securities, Inc.. Andrew Kirchner holds a 2011 - 2013 MBA @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes Services, Finance, Strategy, Due Diligence, Business Analysis and more. Andrew Kirchner has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Andrew Kirchner?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co