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Andrew Held Location
Kirkland, WA, US
Andrew Held Work
2010 -now Executive Director - Banker @
2009 -2011 MBA @
2003 -2009 Director @
1996 -2003 Financial Advisor @
Andrew Held Education
Thunderbird School of Global Management
University of Dayton
Bachelor of Science - BS (Finance and Marketing)
Andrew Held Skills
Accounting
Management
Public Speaking
Leadership
Wealth Management
Financial Advisory
Sales Management
Estate Planning
Asset Management
Private Banking
Retirement Planning
Financial Planning
Andrew Held Summary
Andrew Held, based in Kirkland, WA, US, is currently a Executive Director - Banker at J.P. Morgan Private Bank. Andrew Held brings experience from previous roles at Thunderbird School of Global Management, UBS Financial Services Inc. and Merrill Lynch. Andrew Held holds a Thunderbird School of Global Management. With a robust skill set that includes Accounting, Management, Public Speaking, Leadership, Wealth Management and more. Andrew Held has 3 emails on RocketReach.
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