Andrew Lein is currently the Associate Director of Portfolio Management Architecture at Girard, a division of Univest Wealth, where they have been since 2025. Previously, they served as a Senior Client Service Associate and Officer at Girard from 2017 to 2021. Andrew has a solid background in the financial services industry, having held positions at Citizens Bank, Wells Fargo, and Univest, where they developed their expertise in client service and portfolio management. They earned an Associate of Arts degree in Business Administration and Management from Bucks County Community College with a GPA of 3.975.
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