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
- 2020 -now Chief Executive Officer and President @
- 2017 -2020 Wealth Advisor @ Level Four Wealth Management
- 2016 -2018 Financial Planner and Investment Adviser Representative @ Level Four Wealth Management
- 2012 -2016 Vice President - Financial Consultant @
- 2010 -2012 Director of Wealth Management Services @ OptionsXpress/BX Asset Management (a Charles Schwab subsidiary)
- 2009 -2009 Director of Client Services and Research @ Paul Comstock Parnters
- 2007 -2009 Branch Analyst @
- 2006 -2007 Separate Account Specialist @
- 2003 -2006 Financial Advisor and Corporate Stock Benefit Consultant @
- 2001 -2003 Project Manager and Consultant @
- 1997 -2001 Senior Manager @
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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