Andrew Kirchner Email & Phone Number
Financial Planner and Portfolio Manager, Chief Compliance Officer @ Elevation Wealth Partners, LLC
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Andrew Kirchner Location
- Benicia, CA, US
Andrew Kirchner Work
- 2025 -now Financial Planner and Portfolio Manager, Chief Compliance Officer @
- 2022 -now Client Service and Portfolio Manager, Chief Compliance Officer @
- 2020 -2022 Client Service and Trading Associate @
- 2015 -2018 Overlay Manager @ Envestnet, Inc (Formerly FolioDynamix)
- 2014 -2015 Due Diligence Analyst @ SCF Securities, Inc.
- 2011 -2013 Strategy Analyst @
- 2010 -2011 Lead and Security Analyst Internship @ Perdue School Investment Fund
- 2000 -2008 Marine @ U.S. Marine Corps
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.
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