Andrew Epstein Email & Phone Number
Senior Director, Marketing and Product Compliance @ AssetMark
5 free lookup(s).
Andrew Epstein Location
- San Mateo, CA, US
Andrew Epstein Work
- 2017 -now Senior Director, Marketing and Product Compliance @
- 2016 -2017 AML Compliance Consultant @
- 2016 -2016 Compliance Consultant, Dodd-Frank @
- 2014 -2016 Compliance Officer @ Sanctuary Wealth Services
- 2010 -2015 Compliance Consultant @ AE Advisory
- 2014 -2014 Compliance Consultant @
- 2011 -2013 Managing Director, Chief Compliance Officer @ BondDesk Group LLC
- 1980 -2008 Director of Fixed Income and Equities Trading Compliance @
Andrew Epstein Education
- University of California, Berkeley
Bachelor of Arts (BA) (Political Economy)
Andrew Epstein Skills
- Securities
- FINRA
- Fixed Income
- Equities
- Trading
- Fixed Income Trading
- Bonds
- Capital Markets
- Series 7
- Financial Markets
- Series 63
- Trading Systems
- Mutual Funds
- Investments
- Financial Risk
- Series 24
- Due Diligence
- Investment Advisory
- Hedge Funds
- Alternative Investments
- Financial Advisory
- Portfolio Management
- Electronic Trading
- Finance
- Derivatives
- Asset Management
- Bloomberg
- Options
- Equity Trading
- Structured Products
- ETFs
- Risk Management
- Investment Management
- Wealth Management
- Financial Services
- Prime Brokerage
- FX Options
- Investment Banking
- Asset Allocation
- Investment Strategies
- Market Data
- Emerging Markets
- Private Equity
- Proprietary Trading
- Equity Research
- Equity Derivatives
- Leadership
- Sales
- Sanctuary
- Strategic Planning
- Strategy
- Compliance
- Securities And Exchange Commission
- Marketing
- Financial Analysis
- Services
Andrew Epstein Summary
- Andrew Epstein, based in San Mateo, CA, US, is currently a Senior Director, Marketing and Product Compliance at AssetMark. Andrew Epstein brings experience from previous roles at Visa, Wells Fargo, Sanctuary Wealth Services and AE Advisory. Andrew Epstein holds a Bachelor of Arts (BA) in Political Economy @ University of California, Berkeley. With a robust skill set that includes Securities, FINRA, Fixed Income, Equities, Trading and more. Andrew Epstein has 5 emails and 2 mobile phone numbers on RocketReach.
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