Andrew Capecci's Location
Charlotte, North Carolina, United States
Andrew Capecci's Work
- Paraplanner @ Financial Services Company
- AVP, Financial Solutions Advisor @ Merrill Edge
- Financial Advisor @ Morgan Stanley
- Internship @ Morgan Stanley
- Apprenticeship @ Fidelity Investments
- Internship @ Ronin Capital
Andrew Capecci's Education
- The University of Alabama
Bachelor of Commerce - BCom (Finance, Specialization in Sales)
2013 - 2017
Andrew Capecci's Skills
- Financial Planning
- Customer Service
- Sales
- Management
- Training
- Mutual Funds
- Research
- College Savings Plans
- Investments
- Risk Management
Andrew Capecci's Summary
Andrew Capecci, based in Charlotte, North Carolina, United States, is currently a Paraplanner at Ameriprise Financial Services, LLC, bringing experience from previous roles at Merrill Edge, Morgan Stanley and Fidelity Investments. Andrew Capecci holds a 2013 - 2017 Bachelor of Commerce - BCom in Finance, Specialization in Sales @ The University of Alabama. With a robust skill set that includes Financial Planning, Customer Service, Sales, Management, Training and more, Andrew Capecci contributes valuable insights to the industry. Andrew Capecci has 4 emails and 1 mobile phone number on RocketReach.
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