Senior Vice President, Compliance
Andy came to Dynasty from his own consulting firm, ATB Consulting, where he initiated business partnerships and served as a subject matter expert to RIA’s ranging from $40 million to $2 billion in assets under management, broker-dealers, and branch offices in the areas of practice management, business development, compliance, operations and process improvement to reduce costs and improve revenues. Prior to that, Andy came from GunnAllen Financial, Inc., where he worked as Vice President, Investment Advisory in Tampa. He also spent 15 years as a Department Manager at Raymond James in the Advisory Services Department.
Andy has an MBA from the University of South Florida and a Bachelor of Science in Accounting and Management Information Systems from the State University of New York at Buffalo.