Andrew is a leader on the operations team and responsible for the administration of Vivaldi’s business and database applications. Internally, Andrew oversees much of Vivaldi’s technology infrastructure and manages the processes and resources necessary for our client interfacing systems. He also works closely with the Wealth Management team to prepare and deliver financial planning strategies to high net worth clients. Andrew earned a Bachelor of Science Degree in Finance from the University of Illinois Urbana-Champaign. He is a CERTIFIED FINANCIAL PLANNER™ professional. Andrew joined the Vivaldi team in May of 2013.