Andy is an innovative, result proven Senior Sales Professional and Asset Manager with consistent achievements as a top producer. Andy is highly accomplished at managing risks and delivering returns to clients. As a self-motivated sales leader, Andy has honed his skills in the areas of negotiating, motivating, and profiling in order to meet and exceed the objectives of any sales opportunities. He is recognized for his entrepreneurial approach, honesty, and high ethical standards.
Andy developed his skills over the last fourteen years as a Vice President/Sr. Investment Consultant and Wealth Strategist with Northern Trust. He continually expanded networking efforts through internal business partner contacts and external referral sources. He served as an advisor to CPA’s and attorneys to better assist their high net worth clients.
Prior to his career with Northern Trust; Andy spent fourteen years at Franklin Templeton Investments in various rolls such as Vice President, Regional Manager, and Senior Research Analyst.
As the Assistant Regional Director for the Midwest Region; Andy looks forward to serve as an advocate and consultant to the independent branch owners to expand their business.