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Andrea Berry

Owner at Flatiron Financial Planning

Andrea Berry Email & Phone number

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(***) ***-****

Andrea Berry Current Workplace

Address

Andrea Berry Work Experience Summary

Number of companies worked for

3

Average duration at a company (years)

10

Number of job titles

3

Last Update 3/17/2024 6:28 PM

About Andrea Berry

Andrea Berry works as a Owner at Flatiron Financial Planning, which is a Finance company. Their management level is C-Level. Andrea graduated fromtheir alma mater, University of California , Berkeley and is currently based in Boulder, Colorado. They used to work at First Western Trust Bank and Seagate. Found email listings include: @flatironfinancialplanning.com, @fwtb.com,and @myfw.com.Read more

Andrea Berry Current Workplace

Flatiron Financial Planning

2018-present (6 years)

Flatiron Financial Planning is a company that operates in the Financial Services industry. It employs 1-5 people and has $1M-$5M of revenue. The company is headquartered in the United States.

Andrea Berry Work Experience & Education

Number of companies worked for

3

Average duration at a company (years)

10

Number of job titles

3
Work Experience

Work Experience

Senior Portfolio Manager, Cfp & Senior VP

First Western Trust Bank

2007-2017

Cross Functional Product Development Teams

Seagate

1990-2004

Education

Education

BS degree - Industrial Engineering and Operations Research

University of California , Berkeley

Org Chart - Flatiron Financial Planning

Owner

PhoneEmail

PhoneEmail

PhoneEmail

PhoneEmail

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Frequently Asked Questions regarding Andrea Berry

What company does Andrea Berry work for?
Andrea Berry works for Flatiron Financial Planning as Owner
What is Andrea Berry’s role in Flatiron Financial Planning?
Andrea Berry’s role in Flatiron Financial Planning is Owner
What is Andrea Berry’s email address?
Andrea Berry’s email address is a***@flatironfinancialplanning.com
What is Andrea Berry’s business email address?
Andrea Berry’s business email address is a***@flatironfinancialplanning.com
What is Andrea Berry’s direct phone number?
Andrea Berry’s direct phone number is (***) ***-****
What is Andrea Berry’s latest job experience?
Andrea Berry’s latest job experience is Senior Portfolio Manager, Cfp & Senior VP at First Western Trust Bank
What is Andrea Berry’s latest education?
Andrea Berry’s latest education in BS degree - Industrial Engineering and Operations Research at University of California , Berkeley
Which industry does Andrea Berry work in?
Andrea Berry works in the industry of Finance General, Finance.
Who are Andrea Berry’s peers at other companies?
Andrea Berry’s peers at other companies are Kevin Bowen, Darrell Shepard, Maria Dever, Gary Seney, Adam Hyatt.
How can I contact Andrea Berry?
Andrea Berry contact details: Email address: a***@flatironfinancialplanning.com Phone number: (***) ***-****
Where is Andrea Berry based?
Andrea Berry works for Flatiron Financial Planning, located at United States
Who is Flatiron Financial Planning’s Owner?
Flatiron Financial Planning's Owner is Andrea Berry
See more information about Andrea Berry

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