Andrew Tkacz, CFP®
Private Wealth Management @ Goldman Sachs
About
Goldman Sachs Private Wealth Management based in Dallas, Texas.
United States
Dallas
Financial Services
Private Wealth Management, Client Relations, Microsoft Excel, Microsoft PowerPoint, Customer Service, Microsoft Office, Strategic Planning, E-commerce, Financial Services, Time Management, Leadership, Communication, Teamwork
Experience
Private Wealth Management
Goldman Sachs
Dallas, Texas, United States
Financial Planning
Affirm Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Peoria, Arizona, United States
Worked alongside Private Wealth Advisors to manage family assets, covering $1B in AUM.
Owner/Operator
AJT Goods LLC
Leo, Indiana, United States
Operated startup B to C sourcing and wholesale business generating $100,000+ in gross revenue
Financial Planning
RUNESTAD FINANCIAL SERVICES, LTD.
Leo, Indiana, United States
Education
Indiana University - Kelley School of Business
Finance, Economics Minor
3.91 GPA Sigma Alpha Epsilon President of Wealth Management Workshop Financial Planning Association
Leo Junior/Senior High School
Andrew Tkacz, CFP®'s Contact Information
Phone
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