Steve Andros

Steve Andros

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Mr. Andros consults with large multi-partner tax, accounting and legal firms that are currently offering financial services as part of their practice and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms.
He also consults with professional firms that are considering adding financial services to their menu of service offerings.
Mr. Andros has worked extensively within the financial services industry for more than 20 years.
He first served as director of investments and qualified plans for Trusted Advisors, where his duties involved the recruiting and training of bank and CPA registered representatives.
Steve was later promoted to vice president, where he focused entirely on helping CPAs develop their financial services programs.
He has also served as the district pension manager for John Hancock and CIGNA in Minnesota.
For over 10 years, Steve has been helping CPAs add financial services to their practice, and he has presented at numerous workshops and seminars regarding wealth management best practices.
Mr. Andros graduated with a bachelor’s degree in Marketing from Saint Cloud State University in Minnesota.
He is a registered representative who has passed the FINRA Series 7, 24, 63 and 65 examinations, and he holds the Minnesota Life and Health Insurance license.

Precedenti posizioni note di Steve Andros

SocietàPosizioneFine
Corporate Officer/Principal 30/09/2004
Corporate Officer/Principal 31/12/1992
Vendite & Marketing -
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Formazione di Steve Andros

St. Cloud State University Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

18

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private3

Finance

Finance

Finance

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