Andrew P. Location
Dallas, TX, US
Andrew P. Work
- 2022 - now Chairman and Managing Partner @ Capital Ideas
- 2025 - now CFA Course Instructor (Consultant) @ UWorld
- 2015 - 2021 Portfolio Manager, Senior Credit Strategist @ RiverNorth Capital Management, LLC
- 2014 - 2015 Managing Director, Lead Portfolio Manager @ Full Circle Advisors
- 2013 - 2014 Senior Equity Research Analyst @ National Securities Corporation
- 2012 - 2013 Equity Research Associate @ Janney Montgomery Scott LLC
- 2011 - 2012 Investment Analyst-High Yield Bonds And Leveraged Loans @ PGIM Investments
- 2009 - 2010 Analyst - Rotational Program @ Capital One
- 2008 - 2008 Summer Analyst-Investment Banking Division @ Lehman Brothers
Andrew P. Education
- American University2005 - 2009
- American University - Kogod School of Business2009
Andrew P. Skills
- Financial Modeling
- Finance
- Data Analysis
- Banking
- Investments
- Corporate Finance
- Valuation
- Portfolio Management
- Financial Analysis
- Equity Research
Andrew P. Summary
Andrew P., based in Dallas, TX, US, is currently a CFA Course Instructor (Consultant) at UWorld. Andrew P. brings experience from previous roles at Capital Ideas, RiverNorth Capital Management, LLC, Full Circle Advisors and National Securities. Andrew P. holds a 2005 - 2009 American University. With a robust skill set that includes Financial Modeling, Finance, Data Analysis, Banking, Investments and more. Andrew P. has 3 emails and 3 mobile phone numbers on RocketReach.
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