Years of experience: 11

Financial AnalystAccountantAuditorC-level ExecutiveInvestment OfficerConsulting

Trust Score

Highly reliable; strong professional involvement.

60%
Andrew's Career Path
Chief Investment Officer/VP of Strategic Initiatives Jun. 2024 -
Present
Independence BankChief Investment Officer/VP of Strategic Initiatives
Helena, Montana, United States
Senior ManagerMay. 2015 -
Mar. 2024
Wipfli LLPSenior Manager
Helena, MT*Provide risk advisory services and audits for financial institutions throughout the western United States.
Senior AssociateNov. 2013 -
Apr. 2015
Brady, Martz & Associates, P.C.Senior Associate
Bismarck, North Dakota*Provide audit and attestation services for a myriad of clients, including but not limited to, nonprofit organizations, local governments, healthcare, and electric cooperatives. *Prepare various income tax returns for individuals, corporations, and partnerships. *Plan and perform single audits for nonprofit organizations, educational institutions, state agencies, healthcare, and electric coop...

Andrew's Posts

  • About myself

    Certified Public Accountant with expertise in financial preparation and analysis. Managed a $250 million investment portfolio and served as CFO, bringing 10 years of public accounting experience with a keen attention to detail.

  • Job Description

    Seeking a role where I can contribute to organizational success, leveraging my financial expertise and leadership skills to drive growth and efficiency. Passionate about helping businesses achieve their strategic goals.

  • How to contact

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