Andrew B. currently serves as the Director of Operations at Concentus Wealth Advisors, a Registered Investment Advisor focused on providing exceptional client service and fiduciary care. Before this role, Andrew held the position of Operations Manager at Forefront Analytics/GKFO LLC from February 2011 to April 2023, where responsibilities included managing and training a diverse team while enhancing operational efficiency across various departments. Earlier experience includes working as an Accounting Specialist at Kindred Healthcare, where Andrew contributed to account reconciliations and financial reporting. Andrew holds a Bachelor of Science degree in Accounting and Finance from Philadelphia University and has also studied at the American University of Rome.
Links
Sign up to view 0 direct reports
Get started