Specialist, Business Transitions
Andy joined The Network team in June of 2018. In his role, Andy assists new advisors as they affiliate with The Network. Additionally, he serves as the primary service contact for advisors initiating relationships with custodians outside of LPL Financial. Working with advisors and their staff, Andy supports offices as a liaison to the custodian and provides assistance with associated on-boarding activities.
Prior to joining The Network, Andy worked as a Relationship Associate at Churchill Management Group based in Los Angeles. At Churchill, he supported Financial Advisors and Sales Executives while managing relationships and serving as chief liaison between clients, the Home Office, and a variety of discount and full service brokerage firms.
Andy lives in Orange County and enjoys traveling and attending music and food festivals on occasion. Aside from traveling and eating, he has been playing the drums for over 20 years with his Latin jazz band formulated by his older brothers and a family friend.
- B.A. Finance, California State University of Fullerton
- A.S. Business Administration, Orange Coast College