Andrew J Silver is a skilled expert, that works in Concordia Wealth Planning on the position of Founder and Chief Executive Officer from 2019. This expert gained professional experience in more than five positions at different companies. Andrew J Silver went to the Villanova University and received education there from 1994 to 1998. Andrew has the following professional qualifications: License 174847 and Cfp Board, License 174847. Powell, Ohio is the city, where this person was lastly known to settle. The professional's contacts are accessed through this website by request.
Name variants:
Andru Silver,
Andy Silver,
Drew Silver
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 10, 2022
Email
an**@lpipinnacle.com
Location
Powell, OH
Company
Concordia Wealth Planning
Workplace
Founder and Chief Executive Officer
Work History
Vice President of Business Development
6 west 3Rd St SUITE 100, Mansfield, OH 44902
Development and assistance with implementation of business growth strategies for Pinnacle Wealth Planning Services, Inc. Research on Pinnacle's core markets, especially in regards to demogra...
from Jan 2016
Business and Marketing Consultant In Central Ohio
Responsible for development and sales of service offerings to CPAs and Attorneys in Central Ohio and the Commonwealth of Puerto Rico. Consulting to CPAs and Attorneys regarding ways of eleva...
from Jul 2012
Wealth Manager and Business Consultant
6 west 3Rd St SUITE 100, Mansfield, OH 44902
Financial planning and client relationship management for clients of Pinnacle in the Greater Columbus Metropolitan Area. Develop business relationships with CPA Firms, Law Firms, and RIAs in...
from May 2010
President and Chief Executive Officer
Integrus is an extraordinary networking organization dedicated to connecting trusted advisors to trusted advisors. Connecting across industries and creating a relevant community that deliver...
from Mar 2010
Education
1994 — 1998
1990 — 1993
Occupations
Executive
Chief Executive Officer
Founder
Accountant
Finance and Accounting Specialist
Vice President
Health Specialist
Certified Nurse Aide
Corporate Executive
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Nurse
Nurse Practitioner
Skills
Alternative Investments
Estate Planning
Financial Advisory
Social Security
Pensions
Insurance
Comprehensive Planning
Retirement Planning
Portfolio Management
Investments
Relationship Management
401K
Asset Allocation
Investment Advisory
Wealth Management
Mutual Funds
Business Transition Planning
Business Planning
Finra
Strategic Financial Planning
Investment Strategies
Strategic Financial
Retirement
Series 65
Securities
FAQs about Andrew J Silver
What is the profession of Andrew J Silver?
This professional's job is Founder and Chief Executive Officer
What jobs is Andrew proficient at at?
Andrew J Silver is proficient at Executive and Chief Executive Officer jobs.
Where does Andrew J Silver currently live?
The professional lives in Powell, Ohio.
Does Andrew J Silver have the email address?
an**@lpipinnacle.com is Andrew's email address.
Where did Andrew J Silver work?
Andrew J Silver worked at Concordia Wealth Planning, Pinnacle Wealth Planning Services, Inc..
What education does Andrew J Silver have?
Andrew studied at the Villanova University from 1994 to 1998.
What are the certifications of Andrew J Silver?
The professional received the following certifications: License 174847 and Cfp Board, License 174847.
What languages does Andrew J Silver speak?
Andrew J Silver speaks Japanese, Romanian, and Spanish.