Andrew Buchanan Email & Phone Number
Managing Director @ WCM Investment Management
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Andrew Buchanan Location
- Laguna Beach, CA, US
Andrew Buchanan Work
- Managing Director @ (September 2021 - Present)
- Senior Managing Regional Director @ (April 2019 - September 2021)
- Director @ (June 2013 - April 2019)
- Regional Business Director @ (May 2010 - December 2012)
- Private Wealth Advisor @ (December 2000 - May 2010)
- Instructor @ (April 1997 - August 2000)
- Operator @ (September 1990 - April 1997)
Andrew Buchanan Education
- USC Marshall School of Business
Master of Business Administration (MBA) (Business)
2014-2016 - The Wharton School
Certified Investment Management Analyst
2005-2006
Andrew Buchanan Skills
- Management
- Retirement Planning
- Series 7
- Wealth Management
- Leadership
- Asset Allocation
- Analytics
- Sales
- Strategic Planning
- Financial Advisory
- Risk Management
- Series 63
- Team Building
- Wealth
- Financial Services
- Asset Management
- Forecasting
- Investments
- Equities
- Alternative Investments
- Finance
- Separately Managed Accounts
- Series 65
- ETFs
- Strategic Financial Planning
- Securities
- Financial Planning
- Strategy
- Change Management
- Benchmarking
- Competitive Analysis
- Finance Transformation
- Corporate Finance
- Research
- Management Consulting
- Transfer Pricing
- Procurement
- Financial Modeling
- Business Process Improvement
- Sourcing
- Program Management
- Marketing
- Valuation
- Business Strategy
- Financial Analysis
- Budgets
- Business Process Re Engineering
- Process Improvement
- Business Analysis
- Business Transformation
- Office Administration
- Customer Service
- Fundraising
- Community Outreach
- Microsoft Office
- Communication
- Nonprofit Organizations
- Public Speaking
- Adobe Photoshop
- Youth Outreach
Andrew Buchanan Summary
- Andrew Buchanan, based in Laguna Beach, CA, US, is currently a Managing Director at WCM Investment Management. Andrew Buchanan brings experience from previous roles at Natixis Investment Managers, Janus Henderson Investors U.S., Morgan Stanley Wealth Management and Merrill Lynch. Andrew Buchanan holds a 2014 - 2016 Master of Business Administration (MBA) in Business @ USC Marshall School of Business. With a robust skill set that includes Management, Retirement Planning, Series 7, Wealth Management, Leadership and more. Andrew Buchanan has 4 emails and 4 mobile phone numbers on RocketReach.
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