Image of Andrew Welzel

Andrew Welzel's Email & Phone Number

Director at Mariner Wealth Advisors

Andrew Welzel's Email Addresses

an****[email protected] Personal Email
a****[email protected] Work Email

Andrew Welzel's Phone Numbers

(213) ***-*314 Phone number

Andrew Welzel's Work Experience

Mariner Wealth Advisors

Senior Wealth Advisor

February 2015 to Present

Mariner Wealth Advisors

Director

January 2019 to Present

Halbert Hargrove

Regional Director

January 2007 to January 2015

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Andrew Welzel's Professional Skills Radar Chart

Based on our findings, Andrew Welzel is ...

Modest
Calm under pressure
Verbal

What's on Andrew Welzel's mind?

Based on our findings, Andrew Welzel is ...

50% Left Brained
50% Right Brained

Andrew Welzel's Estimated Salary Range

About Andrew Welzel's Current Company

Mariner Wealth Advisors

Frequently Asked Questions about Andrew Welzel

What company does Andrew Welzel work for?

Andrew Welzel works for Mariner Wealth Advisors


What is Andrew Welzel's role at Mariner Wealth Advisors?

Andrew Welzel is Senior Wealth Advisor


What is Andrew Welzel's personal email address?

Andrew Welzel's personal email address is an****[email protected]


What is Andrew Welzel's business email address?

Andrew Welzel's business email address is a****[email protected]


What is Andrew Welzel's Phone Number?

Andrew Welzel's phone (213) ***-*314


What industry does Andrew Welzel work in?

Andrew Welzel works in the Investment Management industry.


About Andrew Welzel

💼 Past Experience

I currently work as a Senior Wealth Advisor at Mariner Wealth Advisors. I have over 10 years of practical experience in financial planning and wealth management. I am responsible for the overall management of an affluent family’s finances.My work at Mariner Wealth Advisors has included developing and executing investment, estate and real estate strategies, providing tax and investment advice, and helping clients achieve their financial goals. I have also written articles on financial planning and wealth management for Barron’s, Forbes, and other publications.


🎓 Education

Andrew Welzel is an MBA, Finance graduate from The University of Chicago Booth School of Business, where he was a part of the executive team at Sachs & Co, a leading global financial services company. He also holds a degree in Economics from Georgetown University. Andrew Welzel began his career at The University of Chicago Booth School of Business as an Assistant Director in the Finance Department from 1995 to 1998. After four years in this position, he became the Director of Finance from 1998 to 2001. From 2001 to 2007, he was the Dean of the Booth School of Business at the University of Chicago. From 2007 to 2016, he was the President and Chief Executive Officer of the University of Chicago.Since his time as Dean of the Booth School of Business at the University of Chicago, Andrew Welzel has been considered an expert in the field of finance and has been instrumental in shaping the teaching and learning strategy of the school. In his role at the University of Chicago, he has launched a variety of initiatives which have helped the school become one of the leading hubs of finance education in the United States. These initiatives include the School of MFTE, The Studyinglife MBA Program, and the Executive MBA Program. He has also been instrumental in creating a Campus-Wide consortium of failing banks in order to provide engage mentorship and development opportunities to struggling banks. In his current role, he is also responsible for developing the Foundations Program, which is designed to support般大學大学院高等學術院(“Higher Learning Consortium”) students.Andrew Welzel has been highly successful in his career as an entrepreneur and has built a number of successful companies. His most recent company is the AIG Behavioral Allen & Unwin LLP. The company was founded in 2010 and has since reached a $27 billion company size. Andrew Welzel is also a trustee at the First Liberty Foundation and an advisor to The Roberts Family Foundation.


💡 Technical & Interpersonal Skills

I have a wide range of skills and experience that I bring to the table when it comes to my professional and technical abilities. I have a deep understanding of financial planning and investment strategies, as well as estate and real estate management. I also have excellent interpersonal skills, which is an important trait for a leadership role. I am able to communicate effectively with my clients, and I have the ability to solve problems. I am also very quick to learn and have an extensive amount of experience.


Andrew Welzel’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Andrew Welzel's Ranking

Ranked #1,093 out of 21,860 for Senior Wealth Advisor in California

Andrew Welzel's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Andrew Welzel's Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 93% chance that Andrew Welzel is seeking for new opportunities

Andrew Welzel's Social Media Links

/in/andrew-welzel-49865b4 /company/mariner-wealth-advisors /school/universityofchicagoboothschoolofbusiness/
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