Andy Nevin Location
San Ramon, CA, US
Andy Nevin Work
- 2019 - now Founder + President @ Peak360 Wealth Management, LLC
- 2019 - now PEAK360 Wealth Management LLC - Financial Advisor + Registered Representative @ Lion Street
- 1998 - 2019 Financial Advisor @ Ameritas
Andy Nevin Education
- California State University-Hayward - School of Business and Economics
- Hayward High School
- San Diego State University-California State University
Andy Nevin Skills
- Training
- Financial Reporting
- Microsoft Excel
- Retirement Planning
- Financial Services
- Strategic Financial Planning
- Wealth Management
- Public Speaking
- Microsoft Office
- 401k
Andy Nevin Summary
Andy Nevin, based in San Ramon, CA, US, is currently a Founder + President at Peak360 Wealth Management, LLC. Andy Nevin brings experience from previous roles at Lion Street and Ameritas / David White & Associates. Andy Nevin holds a California State University-Hayward - School of Business and Economics. With a robust skill set that includes Training, Financial Reporting, Microsoft Excel, Retirement Planning, Financial Services and more. Andy Nevin has 6 emails and 2 mobile phone numbers on RocketReach.
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