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Andy Burgess Email & Phone Number
Vice President, M&A Partner Development @ Mercer Advisors | M&A SpecialistMy role as a consultant is dedicated to helping RIA executives like yourself make informed decisions about mergers and acquisitions.
at
Foresight Strategic Consulting
1 work email found
@gossadvisors.com
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✓ Verified May 2026
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Profile completeness 100%
Current company
Role
Vice President, M&A Partner Development @ Mercer Advisors | M&A SpecialistMy role as a consultant is dedicated to helping RIA executives like yourself make informed decisions about mergers and acquisitions.
Location
Littleton, Colorado, United States
Who is Andy Burgess? Overview
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Quick answer
Andy Burgess is listed as Vice President, M&A Partner Development @ Mercer Advisors | M&A SpecialistMy role as a consultant is dedicated to helping RIA executives like yourself make informed decisions about mergers and acquisitions. at Foresight Strategic Consulting, based in Littleton, Colorado, United States. AeroLeads shows a work email signal at gossadvisors.com and a matched LinkedIn profile for Andy Burgess.
Andy Burgess previously worked as Vice President, M&A Partner Development at Mercer Advisors and Regional Director, Business Development at Newedge Advisors. Andy Burgess holds Ba, History from University Of Pittsburgh.
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Email format at Foresight Strategic Consulting
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{first}@gossadvisors.com
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Profile bio
About Andy Burgess
At Mercer Advisors, I focus on fostering strategic partnerships and navigating the complexities of M&A integration. I thrive in cultivating high-value relationships and negotiating favorable outcomes. Our team's dedication to understanding your needs and delivering bespoke solutions is the cornerstone of our shared achievements. I welcome networking opportunities and speaking with clients, prospects, and other business partners.
Listed skills include Consultative Selling, Business Relationship Management, Territory Planning, Customer Relations, and 18 others.
Current workplace
Andy Burgess's current company
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10 roles
Andy Burgess work experience
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Vice President, M&A Partner Development
Current
Jan 2024 - Present
Regional Director, Business Development
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or.
Feb 2022 - Dec 2023
Chief Operating Officer
Apr 2021 - Sep 2021
Chief Operating Officer
Mutual Advisors, Llc
Apr 2021 - Sep 2021
Vice President
I help Investment Advisors and Wealth Managers transition their businesses from captive wire-house models to independence. I advise on and recommend solutions regarding business models, practice management, technology, and many other aspects of their business. Fidelity offers a broad platform to serve advisors across the spectrum of independent business.
Jan 2012 - Dec 2020
Sales Executive Black Diamond Performance Reporting
Consultative sales to registered investment advisers, broker dealers, family offices, and custodians across a 13 state territory. Developed and managed a territory plan that encompassed lead generation, qualification, product demonstration, sales and relationship management across multiple business channels. Consulted with firms ranging in size from.
Oct 2010 - Jan 2012
Relationship Manager
Schwab Institutional is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. A Relationship Manager is responsible for managing and growing the existing relationship with your clients and influencing positive change in their firm. Some of the areas of focus include technology consulting.
Aug 2004 - Oct 2010
Spt Specialist (Sales)
Schwab Performance Technologies
Responsible for selling Schwab Performance Technologies suite of software products to Investment Advisors across a multi-state territory. Used consultative sales techniques to evaluate prospect needs, existing software, and technology platform with the goal of qualifying and closing sales. Served as product specialist for several regional account.
Jul 2000 - Aug 2004
Technical Support
Schwab Performance Technologies
Provided Technical support to business owners and back office staff on suite of software products.
Nov 1999 - Jul 2000
1 education record
Andy Burgess education
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University Of Pittsburgh
FAQ
Frequently asked questions about Andy Burgess
Quick answers generated from the profile data available on this page.
What company does Andy Burgess work for?
Andy Burgess works for Foresight Strategic Consulting.
What is Andy Burgess's role at Foresight Strategic Consulting?
Andy Burgess is listed as Vice President, M&A Partner Development @ Mercer Advisors | M&A SpecialistMy role as a consultant is dedicated to helping RIA executives like yourself make informed decisions about mergers and acquisitions. at Foresight Strategic Consulting.
What is Andy Burgess's email address?
AeroLeads has found 1 work email signal at @gossadvisors.com for Andy Burgess at Foresight Strategic Consulting.
Where is Andy Burgess based?
Andy Burgess is based in Littleton, Colorado, United States while working with Foresight Strategic Consulting.
What companies has Andy Burgess worked for?
Andy Burgess has worked for Foresight Strategic Consulting, Mercer Advisors, Newedge Advisors, Mutual Securities, Inc. Member Finra, Sipc, and Mutual Advisors, Llc.
How can I contact Andy Burgess?
You can use AeroLeads to view verified contact signals for Andy Burgess at Foresight Strategic Consulting, including work email, phone, and LinkedIn data when available.
What schools did Andy Burgess attend?
Andy Burgess holds Ba, History from University Of Pittsburgh.
What skills is Andy Burgess known for?
Andy Burgess is listed with skills including Consultative Selling, Business Relationship Management, Territory Planning, Customer Relations, Series 7, Negotiation, Account Management, and Series 63.
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