Andrew Beatty Email & Phone Number
Vice President, Head of CIO (Chief Investment Officer) Services @ LPL Financial
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Andrew Beatty Location
- Charlotte, NC, US
Andrew Beatty Work
- 2023 -now Vice President, Head of CIO (Chief Investment Officer) Services @
- 2021 -2023 Assistant Vice President, Equity Manager @
- 2016 -2021 Investment Analyst - International Equity @
- 2014 -2016 Senior Associate Consultant @
- 2009 -2013 Senior Associate @
- 2007 -2009 Associate @
Andrew Beatty Education
- University of North Carolina at Chapel Hill 1999-2003
Andrew Beatty Skills
- Private Equity
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Capital Markets
- Equities
- Due Diligence
- Emerging Markets
- Investments
- Asset Management
- Mergers and Acquisitions
- Fixed Income
- Strategic Planning
- Financial Analysis
- Strategy
- Valuation
- Hedge Funds
- Management Consulting
- Equity Research
Andrew Beatty Summary
- Andrew Beatty, based in Charlotte, NC, US, is currently a Vice President, Head of CIO (Chief Investment Officer) Services at LPL Financial. Andrew Beatty brings experience from previous roles at LPL Financial, Wells Fargo Asset Management, Wilshire Associates and Cambridge Associates. Andrew Beatty holds a 1999 - 2003 University of North Carolina at Chapel Hill. With a robust skill set that includes Private Equity, Alternative Investments, Portfolio Management, Financial Modeling, Capital Markets and more. Andrew Beatty has 1 emails and 1 mobile phone numbers on RocketReach.
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