Andy Peters Email & Phone Number
CEO @ Goldstein Advisors
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Andy Peters Location
- Madison, WI, US
Andy Peters Work
- 2025 -now CEO @
- 2022 -2025 Partner @
- 2016 -2022 Chief Financial Officer @
- 2010 -2012 Finance @
- 2012 -2016 Controller @
Andy Peters Education
- Wisconsin School of Business
Bachelor’s Degree (Accounting, Risk Management & Insurance)
2005-2010
Andy Peters Skills
- Financial Analysis
- Financial Reporting
- Financial Accounting
- Salesforce.com Administration
- Salesforce.com Implementation
- Sarbanes-Oxley Act
- Auditing
- Accounting
- Process Improvement
- Microsoft Excel
- Analysis
- Internal Controls
- Managerial Finance
- Risk Management
- Cost Accounting
- Tax Planning
- Individual Income Tax
- Sarbanes Oxley Act
- Business Analysis
- Strategic Planning
- Sales
- Corporate Income Tax
Andy Peters Summary
- Andy Peters, based in Madison, WI, US, is currently a CEO at Goldstein Advisors. Andy Peters brings experience from previous roles at Goldstein Advisors, Epic and Trident Contract Management. Andy Peters holds a 2005 - 2010 Bachelor’s Degree in Accounting, Risk Management & Insurance @ Wisconsin School of Business. With a robust skill set that includes Financial Analysis, Financial Reporting, Financial Accounting, Salesforce.com Administration, Salesforce.com Implementation and more. Andy Peters has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Goldstein Advisors Employees
Andy Peters
CEO
Madison, WI, US
Lisa Spadoni
Financial Planner
Madison, WI, US
Lucas Petzold
Director of Tax
Menomonee Falls, WI, US
Mike Cerniglia
Director of Strategic Growth
Madison, WI, US
Adam Peters
Director of Financial Planning and Financial Planner
Middleton, WI, US
Kyle Kerkenbush
Director of Investments and Financial Planner
Madison, WI, US
Brittany Nyenhuis
Director of Client Experience
Madison, WI, US
Andy Peters
Chief Financial Officer
Fitchburg, WI, US
Christopher Bennett
Client Service Specialist
Madison, WI, US
Michelle Greene
Client Services Manager
Evansville, WI, US
Jack van Dyke
Financial Planner
Madison, WI, US
Cate Anderson
Client Services Manager
Verona, WI, US
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