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Andrew Wheaton Location
Denver, CO, US
Andrew Wheaton Work
General Agent @ (September 2016 - Present)
Assistant General Agent @ (June 2009 - August 2016)
Branch Manager @ American General Financial Services 2005-2009 (July 2005 - May 2009)
Andrew Wheaton Education
The University of Dallas
Bachelor of Arts (Economics)
2000-2004
Andrew Wheaton Skills
Insurance
Strategic Financial Planning
Financial Analysis
Retirement Planning
Disability Insurance
Life Insurance
Fixed Annuities
Estate Planning
Term Life Insurance
Microsoft Excel
Economics
Microsoft Office
Permanent Life Insurance
Key Person Insurance
Whole Life
IRAs
Long Term Care Insurance
Estate Preservation
Wealth Preservation Planning
Roth IRA
Leadership
Public Speaking
Retirement Savings
Wealth Management Services
Critical Illness
Guaranteed Lifetime Income
Finance
Financial Services
Wealth Management
Charitable Gift Planning
Underwriting
Universal Life
Savings
College Savings Plans
Risk Management
Nonprofits
Licensed Life Insurance Agent
Wealth Accumulation
Customer Service
Wealth
Licensed Life And Health Insurance Agent
Property And Casualty Insurance
Traditional IRA
Small Business
401k Rollovers
General Insurance
Health Insurance
Retirement
Annuity Sales
Employee Benefits
Andrew Wheaton Summary
Andrew Wheaton, based in Denver, CO, US, is currently a General Agent at Knights of Columbus Insurance. Andrew Wheaton brings experience from previous roles at Knights of Columbus Insurance and American General Financial Services 2005-2009. Andrew Wheaton holds a 2000 - 2004 Bachelor of Arts in Economics @ The University of Dallas. With a robust skill set that includes Insurance, Strategic Financial Planning, Financial Analysis, Retirement Planning, Disability Insurance and more. Andrew Wheaton has 2 emails and 1 mobile phone numbers on RocketReach.
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