Years of experience: 21
United StatesInvestor & VCMarketingSales & BizDev⚖️ LegalGeneral Partner
Trust Score
Exceptionally trusted; proven professional excellence.
Andrea's Career Path
Apr. 2022 -Present
The Prime Wealth Group w/ Pinnacle InvestmentsManaging Partner - Financial Planning Advisor | Prime Wealth Group Partner
Morristown, New Jersey, United StatesServe as partner of Prime Wealth Group, managing portfolio of high-net-worth individuals and families. Execute wealth management function with emphasis on estate/legacy planning and tax efficiency.
Dec. 2011 -Apr. 2022
Corebridge FinancialFinancial Planning Advisor
Berkeley Heights, New Jersey, United StatesDelivered estate, retirement, and legacy planning services with specialization in distribution stage of retirement, reducing minimum distribution times with strategic investment structures. Served as key resource in district, training new hires on processes and educating others on pension system.
Jan. 2011 -Dec. 2022
Corebridge FinancialFinancial Advisor
Berkeley Heights, New Jersey, United StatesActed as subject matter expert in state for pensions, creating comprehensive workshops for other advisors to educate clients on state pension plans. Trained and guided 2-3 new hires annually through job shadowing to help them understand work ethic, daily processes, and methods for optimizing time.