Andy N. Email & Phone Number
Who is Andy N.? Overview
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Andy N. is listed as Advisor Development Consultant at Simplicity Group, a company with 32 employees, based in Topeka, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Andy N..
Andy N. previously worked as Director of Wealth at Ae Wealth Management, Llc and Financial Professional at Prudential Financial. Andy N. holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from Benedictine College.
Email format at Simplicity Group
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About Andy N.
I am a dedicated and motivated financial professional. I have multiple years of experience as both a high performing Financial Advisor as well as a coach to advisors looking to grow their businesses. Some of the skills that have led to this success are: relationship building and management, portfolio analysis, Behavioral Financial Advisor training, sales acumen, recruiting, and more. As a Director of Wealth it is my privilege to work with some of the best minds in the financial industry and share their knowledge and experience with newer advisors who are looking to improve their lives, and the lives of their many clients.My "why" is that this industry allows for every person to be able to prepare for retirement, if guided correctly, and to make a difference in the lives of families and advisors.
Andy N.'s current company
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Andy N. work experience
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Director Of Wealth
CurrentAs a Director of Wealth I coach and assist advisors with building portfolio proposals, High Net Worth analysis and presentation creation, and identifying opportunities for growth and efficiencies within their practices. This requires excellent communication and the ability to work well with various types of backgrounds, knowledge levels, and investment.
Financial Professional
Private Wealth Manager
Andy Nyland is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages over $32 billion for clients in all 50 states.
Financial Advisor
Providing appropriate financial advice for the serious long term investor. Activities included actively prospecting and building client base from face to face contacts and business connections. Build portfolios and provide portfolio reviews for clients. Managing client relationship and problem resolution as necessary.
Data Management And Translation Specialist
Managing projects that were undergoing the translation and localization process with third party vendors. Responsible for budgeting and tracking localization costs to keep projects within scope of quoted work. Budgets in excess of 10 million USD. Problem resolution, consistent application of expectations with vendors and stakeholders involved.
Order Fulfillment Specialist
Advise and assisst dealers with issues or challenges as presented during the product procurement phase of planning. Help to adjust orders or re-route as necessary. Assist with production management and managing customer expectations. Trouble shooting and implementing changes in SAP system as department moved to the new tool.
Colleagues at Simplicity Group
Other employees you can reach at aewealthmanagement.com. View company contacts for 32 employees →
Jana Selley, Cima®
Colleague at Simplicity GroupTopeka, Kansas, United States, United States
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JK
Justin Kuhl, Cima®
Colleague at Simplicity GroupKansas City Metropolitan Area, United States
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Michaela Schultze, Mba
Colleague at Simplicity GroupSioux Falls, South Dakota, United States, United States
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BH
Brad Harrison
Colleague at Simplicity GroupNew Smyrna Beach, Florida, United States, United States
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JP
Jesse Psinas
Colleague at Simplicity GroupMorton, Illinois, United States, United States
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Robin Stumbaugh
Colleague at Simplicity GroupHoyt, Kansas, United States, United States
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JB
Jonathan Brooks
Colleague at Simplicity GroupTopeka, Kansas, United States, United States
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CC
Craig Cathcart, Cams
Colleague at Simplicity GroupTopeka, Kansas, United States, United States
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JI
John Imming
Colleague at Simplicity GroupTopeka, Kansas, United States, United States
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MG
Michelle Gee
Colleague at Simplicity GroupTopeka, Kansas, United States, United States
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Andy N. education
Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services
Master Of Business Administration (Mba), Human Resources Management/Personnel Administration, General
Bachelor Of Science (Bs), Business Administration And Management, General
Education record
Frequently asked questions about Andy N.
Quick answers generated from the profile data available on this page.
What company does Andy N. work for?
Andy N. works for Simplicity Group.
What is Andy N.'s role at Simplicity Group?
Andy N. is listed as Advisor Development Consultant at Simplicity Group.
Where is Andy N. based?
Andy N. is based in Topeka, Kansas, United States while working with Simplicity Group.
What companies has Andy N. worked for?
Andy N. has worked for Simplicity Group, Ae Wealth Management, Llc, Prudential Financial, Creative Planning, and Edward Jones.
Who are Andy N.'s colleagues at Simplicity Group?
Andy N.'s colleagues at Simplicity Group include Jana Selley, Cima®, Justin Kuhl, Cima®, Michaela Schultze, Mba, Brad Harrison, and Jesse Psinas.
How can I contact Andy N.?
You can use AeroLeads to view verified contact signals for Andy N. at Simplicity Group, including work email, phone, and LinkedIn data when available.
What schools did Andy N. attend?
Andy N. holds Master Of Business Administration - Mba, Business, Management, Marketing, And Related Support Services from Benedictine College.
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