Multi-Custodial Relationship Manager
Andy joined The Network team in June of 2018. In his role, he serves as the primary service contact for advisors conducting business 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 operational 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.
- B.A. Finance, California State University of Fullerton
- A.S. Business Administration, Orange Coast College