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Andrew Kotkiewicz, CRPC®

Andrew Kotkiewicz, CRPC®

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location of Andrew Kotkiewicz, CRPC®Bradenton, Florida, United States

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  • Timeline

  • About me

    Vice President at Goldman Sachs Asset Management

  • Education

    • University of Florida

      1995 - 1999
      Business Administration

    • College for Financial Planning

      -
      Chartered Retirement Planning Counselor(SM) I CRPC ®

      A course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

  • Experience

    • Franklin Templeton Investments

      Nov 2002 - Apr 2020

      • Vice President Insurance & Subadvisory

        Oct 2017 - Apr 2020

      • Insurance Specialist

        Nov 2013 - Oct 2017

      • Retirement Specialist

        Nov 2002 - Nov 2013

    • Goldman Sachs

      Apr 2020 - now
      Vice President Asset & Wealth Management

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Nov 2020