Financial Planning Specialist @ (April 2018 - March 2020)
Registered Associate @ (July 2017 - March 2018)
Associate @ (August 2016 - July 2017)
Property Management @ (January 2011 - December 2013)
Caddie @ (January 2008 - January 2013)
Andrew Goldstein Education
University of Maryland - Robert H. Smith School of Business
Bachelor's degree (Finance)
2012-2016
Briarcliff High School 2008-2012
Andrew Goldstein Skills
PowerPoint
Microsoft Excel
Microsoft Word
Client Relations
Research
Communication
Bloomberg
Analysis
Leadership
Cold Calling
Time Management
Microsoft Office
Teamwork
Andrew Goldstein Summary
Andrew Goldstein, based in New York, NY, US, is currently a Vice President, Financial Advisor - Senior Portfolio Manager at Morgan Stanley. Andrew Goldstein brings experience from previous roles at Morgan Stanley and NYC Brownstone Maintenance. Andrew Goldstein holds a 2012 - 2016 Bachelor's degree in Finance @ University of Maryland - Robert H. Smith School of Business. With a robust skill set that includes PowerPoint, Microsoft Excel, Microsoft Word, Client Relations, Research and more. Andrew Goldstein has 2 emails and 1 mobile phone numbers on RocketReach.
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