Andy Whitaker Email & Phone Number
President @ Gold Tree Financial, Inc.
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Andy Whitaker Location
- Hilliard, FL, US
Andy Whitaker Work
- 2017 -now President @
- 2017 -now Financial Planner @
- 2013 -2017 Financial Advisor @
- 2011 -2013 Financial Advisor @
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
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.
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