Andrew Wagner Email & Phone Number
Vice President, Senior Wealth Advisor @ Quotient Wealth Partners
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Andrew Wagner Location
- Denver, CO, US
Andrew Wagner Work
- 2023 -now Vice President, Senior Wealth Advisor @
- 2020 -2023 Vice President @ Goldman Sachs Personal Financial Management
- 2020 -2020 Wealth Manager Associate @ Goldman Sachs Personal Financial Management
- 2018 -2020 Wealth Manager @
- 2017 -2017 Senior Financial Advisor @
- 2014 -2017 Financial Advisor @
- 2012 -2014 Staff Financial Advisor @
- 2011 -2012 Paraplanner @
- 2011 -2011 Financial Planning Intern @
- 2010 -2010 Website Creator @ Village Pet Market
- 2009 -2010 Accounting Intern @
- 2009 -2009 Investment Office Intern @
Andrew Wagner Education
- The Ohio State University
Executive Certificate in Financial Planning
2011-2012 - DePauw University
Bachelor of Arts (Economics and History)
2008-2011 - University of Newcastle
(Econometrics, History)
2010-2010
Andrew Wagner Skills
- Portfolio Management
- PowerPoint
- Public Speaking
- Financial Analysis
- Social Media Marketing
- Wealth Management
- Estate Planning
- Equities
- Financial Services
- Adviseren
Andrew Wagner Summary
- Andrew Wagner, based in Denver, CO, US, is currently a Vice President, Senior Wealth Advisor at Quotient Wealth Partners. Andrew Wagner brings experience from previous roles at Goldman Sachs Personal Financial Management, United Capital Financial Advisers, LLC and Personal Capital. Andrew Wagner holds a 2011 - 2012 Executive Certificate in Financial Planning @ The Ohio State University. With a robust skill set that includes Portfolio Management, PowerPoint, Public Speaking, Financial Analysis, Social Media Marketing and more. Andrew Wagner has 2 emails and 3 mobile phone numbers on RocketReach.
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