Andy Sharp Email & Phone Number
Chief Executive Officer and President @ Altere Financial, LLC
5 free lookup(s).
Andy Sharp Location
- Houston, TX, US
Andy Sharp Work
- 2020 - now Chief Executive Officer and President @
- 2017 - 2020 Wealth Advisor @
- 2016 - 2018 Financial Planner and Investment Adviser Representative @
- 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, HLG Wealth Management, Level Four Advisors, LLC, 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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Andy Sharp
Chief Executive Officer and President
Houston, TX, US
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