Andy Trachsel Email & Phone Number
Partner | CFA Charterholder | CPA @ Retirement Plan Advisors
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Andy Trachsel Location
- St. Louis, MO, US
Andy Trachsel Work
- 2005 - now Partner | CFA Charterholder | CPA @
- 1998 - 2005 Certified Public Accountant @ TMG
- 1995 - 1998 Investment Advisor @ Nationwide Financial, PEBSCO
- 1994 - 1995 Investment Advisor @
Andy Trachsel Education
- John Cook School of Business at Saint Louis University
- University of Missouri-Columbia
Bachelor's degree (Business)
Andy Trachsel Skills
- Personal Financial Planning
- Income Tax
- Retirement Plan Consulting
- Insurance
- Investments
- Microsoft Office
- Portfolio Management
- Project Management
- Business Development
- Finance
- Strategic Planning
- Financial Analysis
Andy Trachsel Summary
- Andy Trachsel, based in St. Louis, MO, US, is currently a Partner | CFA Charterholder | CPA at Retirement Plan Advisors. Andy Trachsel brings experience from previous roles at TMG, Nationwide Financial, PEBSCO and Edward Jones. Andy Trachsel holds a John Cook School of Business at Saint Louis University. With a robust skill set that includes Personal Financial Planning, Income Tax, Retirement Plan Consulting, Insurance, Investments and more. Andy Trachsel has 2 emails and 2 mobile phone numbers on RocketReach.
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