Andrew Rotz - Financial Wellness Leader, Tide & Tempest Financial Planning

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Work Background

Tide & Tempest Financial Planning, LLCFounder and CEO

Jan. 2022

Simplicity Financial MarketingDirector Of Operations

Nov. 2017 - Apr. 2018Raleigh-Durham, North Carolina AreaBuild, launch, and effectively manage a team of 15+ operations professionals spanning the country. Coordinate and facilitate product training, financial literacy, problem resolution techniques, and team building exercises to effectively maintain stable, nationwide operations for a $1.5+ billion annual production financial enterprise serving 20,000+ consumers. Engage and liaise with technical professionals to manage installation rollout, troubleshooting, and training sessions for multi-office technology upgrades. Work directly with Chief Operating Officer on enterprise initiatives to drive business via day-to-day process overhaul and improvement leading to consolidating process timeframes and improved delivery standards to clients. Build an enjoyable and caring workplace environment that is passionate about financial services, business partners, and the team by facilitating weekly remote and local training sessions with insurance carriers, product specialists, and self-study.

Fidelity InvestmentsInvestment Consultant

Jul. 2012 - Oct. 2017Durham, North carolinaDevelop strong relationships among Fidelity's Mass Affluent investor base by offering a wide range of financial products and services through lead utilization, guidance appointments, referrals, and local market development efforts. Accomplished by addressing the stated need of the client, defining the role of the firm in their life, and offering additional value to enhance any combination of financial returns, planning support, and diversification of portfolio. Counseled high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns. Clients with questions about their accounts and alternatives the firm offers were shown multiple research tools and offered a different perspective to their financial situation.Organized and assisted with the delivery of local branch seminars and ensured appropriate follow-up from these seminars. Drove customer experience to high levels of satisfaction by adhering to the customer first principles. Financial Representative - October 2013- December 2014

Here to Help U Inc.Assistant Maintenance Manager

Dec. 2007 - Dec. 2010

FruitfulFounding Guide/Advisor

Nov. 2022Building a financial wellness experience to enable early and mid career professionals to understand, plan, and pursue their personal and professional dreams. Active leader in strategy, operations, product development, guidance, quality assurance, and growth efforts while working 1-on-1 with Fruitful members, teammates, and partners to enhance what Fruitful delivers on a daily basis. Built onboarding, training, and development program for Guidance to ensure continuing education and high standards of planning capabilities across the entire team. Founding member of the Fruitful Investment Committee, with research, review, and oversight responsibilities for all of Fruitful's investing activities.

US Navy ReserveLieutenant Commander

May. 2011Navy Reserve Currently serving at US Navy Space Command HQ Past Roles include: Executive Officer, Admin Dept Head, Technology/Communications Dept Head, Training Dept Head, International Political Military Affairs Officer, Awards Officer, Deputy Administration Officer, Administration Division Officer, Reserve Pay Officer, Protocol Officer, Unit Financial Specialist, All-Source Analyst, Space Cadre Officer

North Carolina State UniversityDirector of Personal Finance and Financial Literacy - College of Veterinary Medicine

May. 2018 - Feb. 2023Raleigh, North CarolinaBuilt a first class, one of a kind Financial wellness program from scratch for an annual audience of 680 College of veterinary medicine students and house officers. Worked with over 20 different organizations across the UNC Schools System to deliver Financial Wellness programming for over 2,000 undergrads, graduate students, and post-docs. Counseled thousands of people on their student loan repayment situation, totaling more than $375 million in student loan balances. Engaged with practice owners and veterinary industry leaders to educate around current compensation and business structure requirements in efforts to sync candidate needs and wants with employer capabilities.

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