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Andy Nagan Location
Menasha, WI, US
Andy Nagan Work
Associate Advisor @ (December 2025 - Present)
Tax Preparer and Tax planner @ (January 2018 - Present)
Financial Planning Assistant @ (June 2020 - November 2025)
Portfolio Analyst @ (May 2018 - June 2020)
Deli Kitchen Manager @ (September 2009 - May 2018)
Andy Nagan Education
University of Wisconsin-Green Bay
Bachelor's degree (Accounting)
2012-2014
University of Wisconsin-Green Bay
Bachelor of Science (BS) (Business Administration and Management, General)
1998-2002
Andy Nagan Skills
Microsoft Excel
Grocery
Microsoft Office
Microsoft Word
Retail
Teamwork
Customer Satisfaction
Customer Service
Outlook
Inventory Control
Inventory Management
Time Management
Leadership
Andy Nagan Summary
Andy Nagan, based in Menasha, WI, US, is currently a Tax Preparer and Tax planner at Financial Planning And Information Services, Inc.. Andy Nagan brings experience from previous roles at Financial Planning And Information Services, Inc. and Festival Foods. Andy Nagan holds a 2012 - 2014 Bachelor's degree in Accounting @ University of Wisconsin-Green Bay. With a robust skill set that includes Microsoft Excel, Grocery, Microsoft Office, Microsoft Word, Retail and more. Andy Nagan has 2 mobile phone numbers on RocketReach.
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