Andy Whitaker Email & Phone Number

President @ Gold Tree Financial, Inc.

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No credit card required.

Andy Whitaker Location

Hilliard, FL, US

Andy Whitaker Work

2017 - now President @ Gold Tree Financial, Inc.
2017 - now Financial Planner @ Gold Tree Financial, Inc.
2013 - 2017 Financial Advisor @ CUSO Financial Services
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2011 - 2013 Financial Advisor @ Merrill Lynch
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Andy Whitaker Education

Northwestern University - Kellogg School of Management
MBA/MEM
2000 - 2002
Florida State University
BS (Mechanical Engineering)
1988 - 2002

Andy Whitaker Skills

Portfolio Management
Financial Modeling
Financial Analysis

Investment Strategies
Series 7
Series 66

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Andy Whitaker Summary

Andy Whitaker, based in Hilliard, FL, US, is currently a President at Gold Tree Financial, Inc.. Andy Whitaker brings experience from previous roles at Gold Tree Financial, Inc., CUSO Financial Services, LP and Merrill Lynch. Andy Whitaker holds a 2000 - 2002 MBA/MEM @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Portfolio Management, Financial Modeling, Financial Analysis, Investment Strategies, Series 7 and more. Andy Whitaker has 3 emails and 3 mobile phone numbers on RocketReach.

Andy Whitaker Emails

Found 3 emails

Andy Whitaker Phone Numbers

Found 6 phone numbers

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Top Gold Tree Financial, Inc. Employees

Andy Whitaker

President at Gold Tree Financial, Inc.

Hilliard, FL, US
3
- gtfjax.com
- gmail.com
- bootbarn.com
5+
- +1 904-651-XXXX
- +1 904-303-XXXX
- +1 815-985-XXXX
- +1 904-845-XXXX
- +1 815-404-XXXX
- +1 904-651-XXXX
Filipe de Barros Gusmão

Senior Financial Planner at Gold Tree Financial, Inc.

Jacksonville, FL, US
3
- gtfjax.com
- gmail.com
- bootbarn.com
1
- +1 904-348-XXXX

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