Andrew Oswald Email & Phone Number
Portfolio Manager - Rebalancing Lead
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Andrew Oswald Location
- California, United States
Andrew Oswald Work
- 2017 -now Portfolio Manager - Rebalancing Lead @ Aperio Group, LLC
- 2014 -2016 Associate Portfolio Manager @ Aperio Group, LLC
- 2011 -2014 Analyst @
- 2008 -2010 Fund Accountant @
- 2007 -2008 Administrative Assistant @
Andrew Oswald Education
- Northeastern University
BS (Business Administration, Management and Operations)
2002-2007
Andrew Oswald Skills
- Investments
- Equities
- Bloomberg
- Fixed Income
- Securities
- Mutual Funds
- Asset Management
- Portfolio Management
- Financial Analysis
- Analysis
- Microsoft Excel
- Financial Reporting
- Socially Responsible Investing
- Portfolio Optimization
- Barra Aegis
- Quantitative Analytics
- Investment Management
Andrew Oswald Summary
- Andrew Oswald, based in California, United States, is currently a Portfolio Manager - Rebalancing Lead at Aperio Group, LLC. Andrew Oswald brings experience from previous roles at Aperio Group, LLC, Callan Associates, Pioneer Investments and Wellington Management. Andrew Oswald holds a 2002 - 2007 BS in Business Administration, Management and Operations @ Northeastern University. With a robust skill set that includes Investments, Equities, Bloomberg, Fixed Income, Securities and more. Andrew Oswald has 1 emails and 2 mobile phone numbers on RocketReach.
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