Andy Budnik Email & Phone Number
Associate Wealth Management Advisor, Structura Financial Partners @ Northwestern Mutual
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Andy Budnik Location
- Milwaukee, WI, US
Andy Budnik Work
- Associate Wealth Management Advisor, Structura Financial Partners @ (February 2024 - Present)
- Director of Financial Planning at Lesser Financial Group @ (October 2022 - February 2024)
- Financial Planning Business Consultant @ (April 2021 - December 2022)
- Financial Planning Consultant @ (January 2020 - April 2021)
- Financial Advisor @ (February 2016 - January 2020)
- Manager of TCG Process @ Roadrunner Transportation Systems (February 2015 - January 2016)
- Associate @ (October 2013 - February 2015)
- Business Analyst @ (February 2013 - September 2013)
- Deal Specialist @ (September 2012 - February 2013)
- Loan Documentation Specialist @ (May 2010 - September 2012)
Andy Budnik Education
- University of Wisconsin-La Crosse
Bachelor of Science (BS) (Business Administration and Management, General - Marketing; Psychology Minor)
2003-2007
Andy Budnik Skills
- Leadership
- Loan Servicing
- Customer Relationship Management Crm
- PowerPoint
- Freight Transportation
- Human Resources
- Interviewing
- Family Business
- Financial Planning
- Cold Calling
- Manage Client Relationships
- Usability Testing
- Capital Campaigns
- Managerial Finance
- Product Costing
- Business Development
- Business Analysis
- Market Research
- Agile Methodologies
- Team Leadership
- Advertising
- Exit Strategies
- Fundraising
- Quality Assurance
- Interviewing Skills
- Financial Services
- Commercial Banking
- Life Insurance
- Management Consulting
- Business Planning
- Microsoft Office
- Relationship Building
- Microsoft Word
- Buy Sell Agreements
- LTL
- Microsoft Excel
- Focus Groups
- Nonprofits
- Risk Management
- Training
- Employee Training
- Customer Service
- Financial Analysis
- Disability Insurance
- Organizational Structure
- Social Media Marketing
- Project Planning
- QuickBooks
- Succession Planning
- Small Business
- Teamwork
- Business Strategy
- Management
- Project Management
- Quality Reviews
- Marketing Strategy
- Mergers and Acquisitions
- Life And Health Insurance Licenses
- Pricing Analysis
- CRM
- Mortgage Lending
- Finance
- Process Improvement
- Customer Relationship Management
Andy Budnik Summary
- Andy Budnik, based in Milwaukee, WI, US, is currently a Associate Wealth Management Advisor, Structura Financial Partners at Northwestern Mutual. Andy Budnik brings experience from previous roles at Northwestern Mutual. Andy Budnik holds a 2003 - 2007 Bachelor of Science (BS) in Business Administration and Management, General - Marketing; Psychology Minor @ University of Wisconsin-La Crosse. With a robust skill set that includes Leadership, Loan Servicing, Customer Relationship Management Crm, PowerPoint, Freight Transportation and more. Andy Budnik has 1 emails and 1 mobile phone numbers on RocketReach.
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