Vice President and Senior Client Relationship Specialist @ (January 2015 - September 2018)
Financial Planning Specialist and Financial Advisor @ (May 2012 - January 2015)
Financial Advisor @ (August 2009 - May 2012)
Financial Analyst @ (May 2007 - August 2008)
Andrew Barag Education
Miami University
Bachelor of Science (B.S.) (Finance)
2005-2009
Andrew Barag Skills
Leadership
Banking
Services
Strategy
Financial Services
Series 63
Fixed Income
Investment Strategies
Investments
Sales
Andrew Barag Summary
Andrew Barag, based in Atlanta, GA, US, is currently a Senior Investment Advisor at Capital Investment Advisors. Andrew Barag brings experience from previous roles at Capital Group Private Client Services, Morgan Stanley, Waddell & Reed and iStar Financial. Andrew Barag holds a 2005 - 2009 Bachelor of Science (B.S.) in Finance @ Miami University. With a robust skill set that includes Leadership, Banking, Services, Strategy, Financial Services and more. Andrew Barag has 2 emails and 1 mobile phone numbers on RocketReach.
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