Kristoffer Andersen
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Kristoffer Andersen Email & Phone Number

Strategic thinker skilled in holistic financial planning at Wealthspire Advisors
Location: New York, New York, United States 6 work roles 2 schools
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Current company
Wealthspire Advisors
Role
Strategic thinker skilled in holistic financial planning
Location
New York, New York, United States
Company size
112 employees

Who is Kristoffer Andersen? Overview

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Quick answer

Kristoffer Andersen is listed as Strategic thinker skilled in holistic financial planning at Wealthspire Advisors, a company with 112 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Kristoffer Andersen.

Kristoffer Andersen previously worked as Senior Advisor Associate at Wealthspire Advisors and Wealth Management Specialist at Gm Advisory Group. Kristoffer Andersen holds Master Of Science - Ms, Master In Management, Distinction from Lancaster University.

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Wealthspire Advisors

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Profile bio

About Kristoffer Andersen

Kristoffer Andersen is a Strategic thinker skilled in holistic financial planning at Wealthspire Advisors. He possess expertise in leadership, teamwork, customer service, communication, salg and 4 more skills. He is proficient in Norsk and Engelsk.

Listed skills include Leadership, Teamwork, Customer Service, Communication, and 5 others.

Current workplace

Kristoffer Andersen's current company

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Wealthspire Advisors
Wealthspire Advisors
Strategic thinker skilled in holistic financial planning
new york, new york, united states
Website
wealthspire.com
Employees
112
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6 roles

Kristoffer Andersen work experience

A career timeline built from the work history available for this profile.

Wealth Management Specialist

Gm Advisory Group

New York, New York, United States

After a successful acquisition my role continues as a Senior Advisor Associate with Wealthspire.

Feb 2024 - Jun 2024

Private Banking And Wealth Management Associate

Coutts

London, England, United Kingdom

Regulated financial planner working in the Specialist Advice and Investment Services team offering holistic advisory services for high net worth individuals. Led the creation and implementation of a $9bn AUM attainment campaign for Q1 2024, adopted by 65 advisors across 10 teams, significantly enhancing client engagement and advisory quality for over 5,000.

Sep 2022 - Jan 2024

Financial Planning Analyst

Morrinson Wealth

London, England, United Kingdom

Consistently sourced 6 new prospects each month, contributing to a monthly increase of $380,000 in AUM through effective LinkedIn networking and strategic cold calling.Designed new financial planning models, mortgage repayment models, and investment models widening the business offering of the team. Created presentation material and analysis for 20 client.

Aug 2021 - Mar 2022

Associate

Arlo Group

London, England Metropolitan Area

Proficiently conducted portfolio analyses for clients with average holdings of $0.5-$3million, as part of a firm managing $1 billion AUM. Synthesized financial data to produce insightful weekly reports and presentation materials, significantly enhancing client engagement and understanding of their investment strategies.Produced customized portfolio.

Jul 2020 - Jul 2021

Sea And Air Reconnaissance Operator

Forsvaret - Norwegian Armed Forces
  • Awarded exemplary honorable discharge from the Norwegian Armed Forces for outstanding service.
  • Promoted to lead a team of 5 in Arctic Sea and Air Reconnaissance, recognized for high initiative.
  • Ranked in the top 1% among 1000 recruits in basic training, demonstrating superior skills; led a squad of 10 with distinction and was elected as the representative for 250 soldiers, showcasing leadership and peer.
Jan 2015 - Jan 2016
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

TL Tammie Lenzner Tammie Lenzner Colleague at Wealthspire Advisors Neenah, Wisconsin, United States, United States View → JG Joe Garrison, Cfp®, Aif® Joe Garrison, Cfp®, Aif® Colleague at Wealthspire Advisors Columbia, Maryland, United States, United States View → JD John Dobson, Cfp® John Dobson, Cfp® Colleague at Wealthspire Advisors Waukesha, Wisconsin, United States, United States View → PM Pietro Messina, Cfp® Pietro Messina, Cfp® Colleague at Wealthspire Advisors Westchester County, New York, United States, United States View → JW Jenna Wolfe Jenna Wolfe Colleague at Wealthspire Advisors Fairfield, Connecticut, United States, United States View → GH Gail Harris, Cfp® Cima® Gail Harris, Cfp® Cima® Colleague at Wealthspire Advisors New York, New York, United States, United States View → BS Bryan Stretton, Cfp® Bryan Stretton, Cfp® Colleague at Wealthspire Advisors Reston, Virginia, United States, United States View → SC Stephanie Carmel Mba, Cfp®, Cdfa® Stephanie Carmel Mba, Cfp®, Cdfa® Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → MK Madison Khazzam, Cpa Madison Khazzam, Cpa Colleague at Wealthspire Advisors Plainview, New York, United States, United States View → GR Gregory Roberts Gregory Roberts Colleague at Wealthspire Advisors Greater Madison Area, United States View →
2 education records

Kristoffer Andersen education

Master Of Science - Ms, Master In Management, Distinction

Lancaster University

Activities and Societies: Assistant Dean for a college consisting of 700 students. Responsibilities were to ensure the safety of all.

Bsc (Hons), Finance, First (1:1) - 4.00 Gpa Equivalent

Lancaster University

Activities and Societies: President of Lancaster University Accounting and Finance Society, the Head of the Association of Norwegian.

FAQ

Frequently asked questions about Kristoffer Andersen

Quick answers generated from the profile data available on this page.

What company does Kristoffer Andersen work for?

Kristoffer Andersen works for Wealthspire Advisors.

What is Kristoffer Andersen's role at Wealthspire Advisors?

Kristoffer Andersen is listed as Strategic thinker skilled in holistic financial planning at Wealthspire Advisors.

Where is Kristoffer Andersen based?

Kristoffer Andersen is based in New York, New York, United States while working with Wealthspire Advisors.

What companies has Kristoffer Andersen worked for?

Kristoffer Andersen has worked for Wealthspire Advisors, Gm Advisory Group, Coutts, Morrinson Wealth, and Arlo Group.

Who are Kristoffer Andersen's colleagues at Wealthspire Advisors?

Kristoffer Andersen's colleagues at Wealthspire Advisors include Tammie Lenzner, Joe Garrison, Cfp®, Aif®, John Dobson, Cfp®, Pietro Messina, Cfp®, and Jenna Wolfe.

How can I contact Kristoffer Andersen?

You can use AeroLeads to view verified contact signals for Kristoffer Andersen at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Kristoffer Andersen attend?

Kristoffer Andersen holds Master Of Science - Ms, Master In Management, Distinction from Lancaster University.

What skills is Kristoffer Andersen known for?

Kristoffer Andersen is listed with skills including Leadership, Teamwork, Customer Service, Communication, Salg, Lederskap, Teamlederskap, and Tale Offentlig.

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