Andrew Utz possesses extensive experience in relationship management and investment advisory roles, currently serving as a Senior Relationship Manager at Aviso Wealth since June 2019. Prior to this, Andrew held positions including Mutual Funds Investment Specialist at Credential and Investment Advisor at Parama Credit Union. With a solid foundation in client services from previous roles at Citi and Northern Trust Co. Canada, Andrew has developed strong skills in managing high-value accounts, overseeing client transactions, and driving business growth. Andrew's educational background includes a Master of Science in Finance from Saint Xavier University and a Bachelor of Arts from Columbia College Chicago.
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