Andrew is the Founder and CEO of Testimonial IQ, a marketing software platform developed specifically for financial advisors. Andrew is also a co-founder of, and current Board Advisor to Datalign Advisory, a B2B2C RIA client referral platform.

 

In addition to his experience in the wealth-tech industry, Andrew spent years working in strategy consulting and product development with Meta. He is a former Surface Warfare Officer and Navy Veteran.

 

Andrew earned his BS from Davidson College and MBA from the Darden School of Business at the University of Virginia.