Andy Burian, CFP®, has a robust background in financial services with experience spanning various roles and responsibilities. At BNY Mellon, roles included Lead Analyst, Lead Representative, Operations Investment Associate, and Senior Representative, focusing on investment product accounting, record-keeping, and the T. Rowe Price Conversion Project Team. At Analysis Prime Inc., Andy worked as a Consultant from June 2022 to January 2024. Previous experience includes a finance internship at Johnson & Johnson, an account executive position at NewDay USA, where responsibilities involved loan refinancing consultations, and a real estate agent role at Compass. Andy holds a Master of Business Administration from Temple University and a bachelor's degree from the University of Delaware.
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