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Andrew Schwan Email & Phone Number
Financial Consultant
at
Elevate Financial Planning and Wealth Management
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Consultant
Location
Lake Forest, Illinois, United States
Who is Andrew Schwan? Overview
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Quick answer
Andrew Schwan is listed as Financial Consultant at Elevate Financial Planning and Wealth Management, based in Lake Forest, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Andrew Schwan.
Andrew Schwan previously worked as Summer Intern / Internal Auditor at Sjc Ventures and Executive Board Member and Committe Member at Phi Kappa Sigma - Mu Chapter. Andrew Schwan holds Bachelor Of Science In Management - Bsm, Finance, General from Tulane University.
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Elevate Financial Planning and Wealth Management
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Profile bio
About Andrew Schwan
Andrew Schwan is a Financial Consultant at Elevate Financial Planning and Wealth Management.
Current workplace
Andrew Schwan's current company
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Elevate Financial Planning And Wealth Management
AeroLeads page
5 roles
Andrew Schwan work experience
A career timeline built from the work history available for this profile.
Summer Intern / Internal Auditor
- Developed skills in finance, leasing, sales, accounting, and marketing from 20+ tenured professionals
- Audited transactions of up to $10,000,000 and led an effort to reclaim $170,000 in uncollected revenue
- Given autonomy to supervise day-to-day operations at a multi-million dollar site
May 2024 - Aug 2024
Executive Board Member And Committe Member
Entrusted a budget of over $9,000 to workshop, organize, and run brotherhood-building events such as parents weekend and retreat Formed and lead internal organization to ensure new members received academic resources needed Served on numerous committees including rush, housing, and design
Jan 2022 - Aug 2024
Senior Leader And Game Engineer
Led, coached, and mentored groups of 5-9 kids aged 5-13, at all levels of the game Entrusted to lead 2-4 staff members in managing full sessions of 8-12 campers Oversaw creation of 3 fully flushed out games which retail for thousands of dollars Cultivated leadership, business, and development skills under Golf Digest 2022 "Best Young Coaches" member
May 2022 - Aug 2023
Founder, Head Of Operations, Head Of Communication, Cfo
Gofer Tasks, Llc
Created and ran a task completion-based business with a group of peers earning $6,000 in revenue Pitched to investors and earned $3,000 in capital in order to further venture Oversaw 10+ employees across three towns, ensuring speedy, quality service and communication Continued to use skills gained in group work, negotiations, and general problem solving
Sep 2019 - Sep 2021
1 education record
Andrew Schwan education
-
Tulane University
FAQ
Frequently asked questions about Andrew Schwan
Quick answers generated from the profile data available on this page.
What company does Andrew Schwan work for?
Andrew Schwan works for Elevate Financial Planning and Wealth Management.
What is Andrew Schwan's role at Elevate Financial Planning and Wealth Management?
Andrew Schwan is listed as Financial Consultant at Elevate Financial Planning and Wealth Management.
Where is Andrew Schwan based?
Andrew Schwan is based in Lake Forest, Illinois, United States while working with Elevate Financial Planning and Wealth Management.
What companies has Andrew Schwan worked for?
Andrew Schwan has worked for Elevate Financial Planning And Wealth Management, Sjc Ventures, Phi Kappa Sigma - Mu Chapter, Discover Golf, and Gofer Tasks, Llc.
How can I contact Andrew Schwan?
You can use AeroLeads to view verified contact signals for Andrew Schwan at Elevate Financial Planning and Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Andrew Schwan attend?
Andrew Schwan holds Bachelor Of Science In Management - Bsm, Finance, General from Tulane University.
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