Andrea Carlson

Andrea Carlson is a Senior Customer Support Specialist at Altruist. Andrea has previous experience working as a Client Service/Investor Relations Associate at Core Financial Partners, Inc. and an Advisor Support Specialist at FormulaFolios. Andrea is extremely friendly and provides accurate service while resolving any client issues via email and phone. Andrea is efficient in their work and is able to service the 400+ advisors in the company's network. Andrea has a strong working knowledge of various custodians including TD Ameritrade, Fidelity Investments, Charles Schwab, and Folio Institutional.

Andrea Carlson has a Bachelor's degree in Film and Video from Grand Valley State University. Andrea also participated in a study abroad program in Italian and Ancient Theirtory at John Cabot University.