Andrew Wheelan

Andrew Wheelan

Senior Client Service Advisor

Andrew is a Senior Client Service Advisor at Investment Trust Company. He has over four years of industry experience and client service expertise. He studied Finance Saint Joseph’s University in Philadelphia.

 

What do you enjoy most about your role?

 

“As a Client Service Manager I work diligently to build strong, lasting relationships, providing support and solutions tailored to each client’s unique needs and financial goals.”

 

Where can we find you outside the office?

 

“Outside of work, I enjoy staying active through skiing, hiking, and spending time with friends. ”

 

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