Andy Bowman Location
- Parrish, FL, US
Andy Bowman Work
- 1997 - now CEO Managing Member @ Citadel Financial Services, LLC
- 2016 - now Team Based Model Consultant @
- 2016 - now President @ MaxMyBenes LLC
- 2007 - now Launch Director @ Multiversification Project
- 1990 - now Managing Member @ Citadel Financial Services, LLC
- 2007 - 2012 President @ Strategic Advisors Group Education Systems, LLC
- 1997 - 1999 Senior Note Buyer @ Fiduciary Funding, L.L.C.
Andy Bowman Education
- The Citadel
BS in Business Administration (Finance, Economics, Accounting)
1980 - 1984 - Southeast
Diploma (College prep)
1976 - 1980
Andy Bowman Skills
- Investments
- Leadership
- Strategic Planning
- Risk Management
- Team Building
- Insurance
- Wealth Management
- Business Planning
- Executive Management
- Small Business
- Retirement Planning
- Strategic Financial Planning
- Public Speaking
- Budgets
- Securities
- Finance
- Management Consulting
- Negotiation
- Business Strategy
- New Business Development
- Start-ups
- Leadership Development
- Coaching
- Customer Service
- Marketing Strategy
- Fixed Annuities
- Strategy
- Sales Management
- Financial Services
- Series 7
- Estate Planning
- Banking
- Real Estate
- Process Improvement
- Financial Planning
- Private Equity
- Integrity
- Crowdfunding
- Private Placements
- Start-up Consulting
- Investment Banking
- Fundraising
- College Funding Planning
- Angel Investing
- Securities Offerings
- Annuities
- Problem Solving
- Mentoring
- Compliance
- CPA
- College Admissions Planning
- Start Ups
- Tax
- Start Up Consulting
- Training
- Project Management
- Services
Andy Bowman Summary
- Andy Bowman, based in Parrish, FL, US, is currently a CEO Managing Member at Citadel Financial Services, LLC. Andy Bowman brings experience from previous roles at Elite Resource Team, MaxMyBenes LLC, Multiversification Project and Citadel Financial Services, LLC. Andy Bowman holds a 1980 - 1984 BS in Business Administration in Finance, Economics, Accounting @ The Citadel. With a robust skill set that includes Investments, Leadership, Strategic Planning, Risk Management, Team Building and more. Andy Bowman has 1 mobile phone numbers on RocketReach.
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