Andy Sharp Email & Phone Number
Chief Executive Officer and President @ Altere Financial, LLC
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Andy Sharp Location
- Houston, TX, US
Andy Sharp Work
- Chief Executive Officer and President @ (April 2020 - Present)
- Wealth Advisor @ Level Four Wealth Management (February 2017 - March 2020)
- Financial Planner and Investment Adviser Representative @ Level Four Wealth Management (May 2016 - August 2018)
- Vice President - Financial Consultant @ (September 2012 - April 2016)
- Director of Wealth Management Services @ OptionsXpress/BX Asset Management (a Charles Schwab subsidiary) (January 2010 - August 2012)
- Director of Client Services and Research @ Paul Comstock Parnters (April 2009 - December 2009)
- Branch Analyst @ (February 2007 - April 2009)
- Separate Account Specialist @ (June 2006 - January 2007)
- Financial Advisor and Corporate Stock Benefit Consultant @ (February 2003 - June 2006)
- Project Manager and Consultant @ (April 2001 - January 2003)
- Senior Manager @ (July 1997 - April 2001)
Andy Sharp Education
- College for Financial Planning 2013-2016
- Houston Christian University
MBA (Finance)
2001-2003 - University of Notre Dame
BA (American Studies)
1995-1997 - Holy Cross College
Associate's degree
1993-1995 - John Adams High School 1989-1993
- CFA Program
Andy Sharp Skills
- Retirement Planning
- Wealth
- Income Protection
- Fixed Annuities
- Strategic Financial Planning
- Asset Allocation
- Wealth Management
- Series 7
Andy Sharp Summary
- Andy Sharp, based in Houston, TX, US, is currently a Chief Executive Officer and President at Altere Financial, LLC. Andy Sharp brings experience from previous roles at Level Four Wealth Management, Charles Schwab and OptionsXpress/BX Asset Management (a Charles Schwab subsidiary). Andy Sharp holds a 2013 - 2016 College for Financial Planning. With a robust skill set that includes Retirement Planning, Wealth, Income Protection, Fixed Annuities, Strategic Financial Planning and more. Andy Sharp has 2 emails and 1 mobile phone numbers on RocketReach.
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