Kristoffer Andersen Email & Phone Number

New York, United States

New York, New York, United States

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

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 clients.Honored with a recognition dinner by the Head of NatWest Private Client Advice & Investment Services for outstanding performance beyond the scope of my role and expectations in 2023.Partnered with Coutts and NatWest senior leaders to revamp services, targeting assets worth $7bn with a potential $2.5bn AUM increase, through strategic analyses and financial modelling of units and market opportunities.

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 presentations weekly.

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 analysis for two clients weekly highlighting their performance, exposure, and diversification.

• 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 respect.

Master Of Science - Ms, Master In Management, Distinction

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

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