Andrew Silver Location
Powell, OH, US
Andrew Silver Work
- 2019 - now Founder and CEO @ Concordia Wealth Planning LLC
- 2021 - now Co-Founder @ Velocity PI
- 2016 - 2019 Vice President of Business Development @ Pinnacle Wealth Planning Services, Inc.
- 2012 - 2019 Business and Marketing Consultant in Central Ohio @ Professional Planning Coordination Services, Inc.
- 2010 - 2019 Senior Wealth Manager @ Pinnacle Wealth Planning Services, Inc.
- 2006 - 2010 Regional Director @ SEI
- 2003 - 2006 Senior Account Executive @ SEI
- 2001 - 2003 Internal Account Executive @ SEI
- 2000 - 2001 Client Services Representative @ SEI
- 1999 - 2001 Account Resolutions @ PFPC
Andrew Silver Education
- Villanova University
BA (Business & Finance)
1994 - 1998 - Notre Dame Academy, Middleburg, VA
High School (Diploma)
1990 - 1993
Andrew Silver Skills
- Comprehensive Planning
- Strategic Financial Planning
- Wealth Management
- Business Planning
- Retirement Planning
- Estate Planning
- Business Transition Planning
- Financial Advisory
- Mutual Funds
- Investment Advisory
Andrew Silver Summary
Andrew Silver, based in Powell, OH, US, is currently a Founder and CEO at Concordia Wealth Planning LLC. Andrew Silver brings experience from previous roles at Velocity PI, Pinnacle Wealth Planning Services, Inc. and Professional Planning Coordination Services, Inc.. Andrew Silver holds a 1994 - 1998 BA in Business & Finance @ Villanova University. With a robust skill set that includes Comprehensive Planning, Strategic Financial Planning, Wealth Management, Business Planning, Retirement Planning and more. Andrew Silver has 2 emails and 1 mobile phone numbers on RocketReach.
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