Andrew Calder, Qka
About Andrew Calder, Qka
Andrew Calder is an Associate Consultant at Creative Planning, where he has worked since 2022 in Charlotte, North Carolina. He has a background in retirement plan compliance and account management, having previously held positions at Newport Group, Lockton Companies, and TriNet.
Work at Creative Planning
Andrew Calder has served as an Associate Consultant at Creative Planning since 2022. In this role, he is involved in providing financial planning and consulting services. His position is based in Charlotte, North Carolina, where he has been contributing to the firm's objectives for two years.
Previous Experience in Retirement Plan Compliance
Prior to joining Creative Planning, Andrew Calder worked at Newport Group as a Retirement Plan Compliance Analyst from 2018 to 2019. His responsibilities included ensuring compliance with retirement plan regulations and supporting clients in managing their retirement plans effectively.
Career at Lockton Companies
Andrew Calder was employed at Lockton Companies as an Account Manager from 2019 to 2022. During his three years in this role, he managed client accounts and provided support in various aspects of insurance and risk management, further enhancing his expertise in the financial services sector.
Educational Background in Economics and Business
Andrew Calder earned a Bachelor of Arts degree with a major in Economics and a minor in Business from the University of Connecticut. He attended the university from 2008 to 2012, where he developed a strong foundation in economic principles and business practices.
Early Career Experience
Andrew Calder began his professional journey as an Audit Intern at the State of Connecticut - Elections Enforcement Commission in 2011. This internship lasted for three months and provided him with initial exposure to compliance and auditing processes.