With work experience over 18 years, this professional is nowadays working at Ed Slott & Co as a Ira Analyst. Andy received his education from 1988 to 1993 at the State University of New York College at Brockport. Andy Ives has received certifications in Cfp® This person lives in Saint Paul, Minnesota. To contact directly with Andy, you can look for their phone or e-mail address or get full info by requesting access to this professional's further details.
Name variants:
Andreas Ives,
Andrew Ives,
Drew Ives,
Andrea Ives
Last updated Jul 01, 2024
Contact Information
Workplace
Colleagues
Work History
Regional Sales Director
Partner with financial advisors, record keepers, CPAs and fund wholesalers to help design and implement the best retirement plan possible for each plan sponsor. Responsible for the North Flo...
Feb 2017 — Oct 2018
Retirement Plan Consultant
2 Pine Tree Dr, Arden Hills, MN 55112
Consulted with RIAs and financial advisors in the southeast region to help position the best retirement plan solution for their prospects and clients. Alerus (formerly Retirement Alliance) o...
Jun 2014 — Nov 2015
Retirement Services District Manager
1 Adp Blvd, Roseland, NJ 07068
Sold the ADP 401K plan solution to businesses in the 1
49 employee space. Covered north to Savannah, south to Daytona, and west to Mobile, AL.
Discussed all aspects of 401K
regulations, ...
Aug 2011 — May 2014
Vice President, Relationship Manager and Wholesaler
420 Montgomery St, San Francisco, CA 94129
Oct 1997 — Sep 2010
Education
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Executive
Sales Director
Partner
Analysts
Accounting Bookkeeper
Bookkeeper
Sales Manager
Chief Executive
Skills
Investments
Wealth Management
Financial Services
401K
Mutual Funds
Retirement
Portfolio Management
Asset Management
Investment Advisory
Asset Managment
Business Development
FAQs about Andy Ives
What is the main profession of Andy Ives?
The expert is a Ira Analyst.
What jobs is Andy proficient at at?
The expert is proficient at Analyst jobs.
Where is Andy Ives currently located?
The professional is located in Saint Paul, Minnesota.
How many companies did Andy Ives work at?
The professional worked at five jobs.
Where has Andy Ives studied?
Andy studied at the State University of New York College at Brockport from 1988 to 1993.
Are there any certifications, that Andy Ives has?
Andy Ives received the following certifications: Cfp®.
What is the industry that Andy Ives is connected to?
Andy works in Financial Services industry.
Are there any professional skills, that Andy Ives has?
This professional has such skills as Investments, Wealth Management, Financial Services, 401K, Mutual Funds, Retirement, Portfolio Management, Asset Management, and Investment Advisory.