Senior Vice President - Wealth Management @ (March 2022 - May 2026)
Financial Advisor @ (April 2018 - March 2022)
Wealth Planning Associate @ (April 2016 - April 2018)
Financial Consultant @ (July 2015 - April 2016)
Registered Client Associate @ (July 2014 - July 2015)
Wealth Management Trust Administrator @ (October 2013 - July 2014)
Corporate Banking Associate @ (August 2012 - October 2013)
Andrew Harper Education
Northwestern University
Certificate in Financial Planning
2015-2016
Penn State University
Bachelor of Science (BS) (Finance)
2008-2012
Andrew Harper Skills
Financial Analysis
Investments
Relationship Management
Risk Management
Asset Allocation
Finance
Corporate Finance
Microsoft Excel
Leadership
Planning
Strategy
Nursing
Mutual Funds
Wealth Management
Portfolio Management
Stock Analysis
Andrew Harper Summary
Andrew Harper, based in New York, NY, US, is currently a Private Advisor - Senior Vice President at Rockefeller Capital Management. Andrew Harper brings experience from previous roles at UBS and Wells Fargo Advisors. Andrew Harper holds a 2015 - 2016 Certificate in Financial Planning @ Northwestern University. With a robust skill set that includes Financial Analysis, Investments, Relationship Management, Risk Management, Asset Allocation and more. Andrew Harper has 3 emails on RocketReach.
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