Andrew McUmber
Client Services Associate at Global Advisor Group
Based in Bethesda, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Bethesda
Industry
Financial Services
Company size
31
Contact information
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a•••••••@globaladvisorgroup.com
Phone
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Background
About Andrew McUmber
At Global Advisor Group, I've honed my financial literacy, immersing myself in client project coordination and meticulously documenting client meetings. This role has empowered me to facilitate financial planning education for the public, showcasing my commitment to financial empowerment and literacy. As a Virginia Tech dual degree candidate, my academic journey in Financial Planning and Wealth Management enriches my practical experiences. I aim to synthesize this education with my hands-on internship experience to assist clients in navigating their financial landscapes and achieving their aspirations.
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