Profile
Andrea is a wealth management executive with a 20-year track record of stabilizing and optimizing results‑driven businesses. She is highly skilled in strategy design and implementation, effective business oversight, and growing other leaders. Andrea sees opportunities and translates complex strategies into scalable execution, through meaningful context, actionable insights, and well-framed options that drive confident C-suite decisions. Her transformational leadership spans the wealth management experience, capturing client, advisor, product, platform, channel, and operational considerations. Andrea’s thoughtful in balancing client and business needs with risk management, legal and compliance matters; founded in her expertise delivering brokerage, advisory and fiduciary offers within a highly regulated industry. Andrea also has experience in vendor and third-party relationship management, individual investor and independent advisor business models, digital-first and hybrid offer experiences.
Professional Background
Prior, Andrea was a Managing Director at Charles Schwab, where she led various wealth management product solutions across strategy and execution functions. Her product knowledge spans Managed Accounts, Mutual Funds, ETFs, Alternative Investments, and Fixed Income. Andrea had experience building a Mass Affluent client solution at BMO Harris, joining retail bank and broker-dealer sales models for the best outcomes for clients. She started her career at JPMorgan, honing her skills and leadership capabilities within its Private Bank’s client onboarding and client servicing organizations.
Education
Andrea holds an MBA from The University of Chicago Booth School of Business and a BBA from The George Washington University. Andrea earned the Securities Industry Institute® (SII) Executive Education Program certificate, which is issued by Wharton Executive Education.
Furthermore
Andrea finds beauty in diverse cultures, ecosystems and the natural world. She has visited 49 states, travelled to over 25 countries on four continents, and is nowhere near done!