SRU Account Team Compliance Specialist @ (June 2019 - October 2021)
Registered Client Service Associate @ (June 2017 - May 2019)
Ultra High Net Worth Compliance Associate @ (February 2014 - June 2017)
Client Service Center Associate @ (November 2011 - February 2014)
Data Clerk @ iForce Staffing (January 2011 - November 2011)
Inventory Control @ Stoneledge Furniture, LLC (June 2010 - October 2010)
Event Coordinator @ (April 2010 - August 2010)
Inventory Control @ (March 2006 - April 2008)
Andrew Nicely Education
Georgetown University
Master of Science (Finance, General)
2020-2022
California Baptist University
Bachelors (Business Administration with a concentration in Management)
2006-2010
Andrew Nicely Skills
Analysis
Attention to Detail
Broker-Dealer Compliance
Business Analysis
Business Intelligence (BI)
Client Relations
Client Services
Communication
Compensation & Benefit
Compliance
Corporate Finance
Critical Thinking
Customer Service
Data Analysis
Data Entry
Database Development
Databases
Equities
Event Planning
Finance
Financial Accounting
Financial Analysis
Financial Modeling
Financial Services
Financial Statements
Interpersonal Skills
Inventory Control
Investments
Leadership
Management
Microsoft Excel
Microsoft Office
Microsoft Word
Onboarding
Outlook
Performance Reporting
PowerPoint
Problem Solving
Project Management
Public Speaking
Regulatory Compliance
Research Skills
SQL
Self-confidence
Series 7
Social Media
Social Networking
Spreadsheets
Stock Trading
Teamwork
Compensation And Benefit
Website Support
Andrew Nicely Summary
Andrew Nicely, based in San Antonio, TX, US, is currently a Investments Compliance Officer at Frost. Andrew Nicely brings experience from previous roles at JPMorgan Chase & Co. and Morgan Stanley. Andrew Nicely holds a 2020 - 2022 Master of Science in Finance, General @ Georgetown University. With a robust skill set that includes Analysis, Attention to Detail, Broker-Dealer Compliance, Business Analysis, Business Intelligence (BI) and more. Andrew Nicely has 1 emails and 1 mobile phone numbers on RocketReach.
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