Andrew Shifter

Client Experience Director at Harvest Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Bethesda, Maryland, United States, US

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Credentials

  • Chartered Retirement Planning Counselor
    College for Financial Planning
    Apr, 2019
    - Sep, 2024

Experience

  • Harvest Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Experience Director
      • Jun 2022 - Present
  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Wealth Analyst - Relationship Management
      • Nov 2007 - Sep 2023

    • Private Wealth Planner
      • Nov 2007 - Sep 2023

  • SMITH BARNEY
    • United States
    • 1 - 100 Employee
    • Client Service Associate
      • Jan 2006 - Oct 2007

Education

  • Marquette University
    Bachelor's degree, Public Relations, Advertising, and Applied Communication
    2001 - 2005

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