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
- Vice President, Senior Wealth Advisor @ (September 2023 - Present)
- Vice President @ Goldman Sachs Personal Financial Management (December 2020 - September 2023)
- Wealth Manager Associate @ Goldman Sachs Personal Financial Management (March 2020 - December 2020)
- Wealth Manager @ (January 2018 - March 2020)
- Senior Financial Advisor @ (July 2017 - December 2017)
- Financial Advisor @ (April 2014 - June 2017)
- Staff Financial Advisor @ (January 2012 - January 2014)
- Paraplanner @ (September 2011 - September 2012)
- Financial Planning Intern @ (June 2011 - September 2011)
- Website Creator @ Village Pet Market (May 2010 - September 2010)
- Accounting Intern @ (December 2009 - January 2010)
- Investment Office Intern @ (May 2009 - July 2009)
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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