Andrew Mescon Email & Phone Number
Co-Founder and Chief Executive Officer @ Ballast Rock Private Wealth
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Andrew Mescon Location
- San Diego, CA, US
Andrew Mescon Work
- 2022 -now Co-Founder and Chief Executive Officer @
- 2013 -2022 Vice President of Wealth Management @
- 2007 -2009 LBO Originations Associate @
- 2005 -2007 Corporate Credit Analyst @
Andrew Mescon Education
- Pepperdine University, The George L. Graziadio School of Business and Management
MBA (MGBS Student Government Association - President, Finance Club - Executive Committee Member, Ethics Committee - Board Member, Student Tutor - Accounting, Challenge For Charity - Project Manager, Graziadio Marketing Ambassador)
2010-2012 - Columbia | SIPA
MPA (Public Finance)
2003-2005 - Trinity College-Hartford
BA (Inter-Fraternity Council - Co-Founder/President, Alpha Delta Phi - President)
1996-2000
Andrew Mescon Skills
- Investment Advisory
- Personal Financial Planning
- Tax-advantaged Investment Strategies
- Relationship Management
- Building Relationships
- Life Insurance
- Term Life Insurance
- Indexed Annuities
- Fixed Annuities
- IRAs
- 401k
- Business Planning
- Small Business
- Project Management
- Fundraising
- Financial Modeling
- Team Management
- Hedge Funds
- Investment Banking
- Financial Statement Analysis
- Networking
- Business Development
- Investments
- Portfolio Management
- Strategy
- Credit
- Management
- Credit Analysis
- Financial Analysis
- Analysis
- Data Analysis
- Finance
- Competitive Analysis
- Financial Reporting
- Marketing
- Leadership
- Sales
- Due Diligence
- Budgets
- Strategic Planning
- Entrepreneurship
- Securities
- Investment Strategies
- Loans
- Mergers & Acquisitions
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management
- Tax Advantaged Investment Strategies
Andrew Mescon Summary
- Andrew Mescon, based in San Diego, CA, US, is currently a Co-Founder and Chief Executive Officer at Ballast Rock Private Wealth. Andrew Mescon brings experience from previous roles at Integrity Financial Corporation, Wells Fargo and Old Hill Partners. Andrew Mescon holds a 2010 - 2012 MBA in MGBS Student Government Association - President, Finance Club - Executive Committee Member, Ethics Committee - Board Member, Student Tutor - Accounting, Challenge For Charity - Project Manager, Graziadio Marketing Ambassador @ Pepperdine University, The George L. Graziadio School of Business and Management. With a robust skill set that includes Investment Advisory, Personal Financial Planning, Tax-advantaged Investment Strategies, Relationship Management, Building Relationships and more. Andrew Mescon has 2 emails and 1 mobile phone numbers on RocketReach.
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