Andrew Rappolt Email & Phone Number

Investment Strategist @ Atlas Private Wealth Advisors

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Andrew Rappolt's Location

Cotati, CA, US

Andrew Rappolt's Work

Investment Strategist @ Atlas Private Wealth Advisors
Registered Administrative Associate @ LPL Financial
LPL Registered Administrative Associate, Client Relationship Specialist @ JL SCHNEIDER & ASSOCIATES, INC

Senior Registered Client Associate @ Wells Fargo Advisors
Admin and Portfolio Support Specialist @ Impact Investors
Financial Associate @ Protected Investors of America
Operations and Trading @ GBS Financial
Licensed Personal Banker @ JPMorgan Chase & Co.
Financial Associate @ Chase Investment Services

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Andrew Rappolt's Education

Creighton University
Master's degree (Portfolio Management and Security Analysis)
2012 - 2014
University of Oregon
Bachelor's degree (Economics)
2001 - 2003
Santa Rosa Junior College
Associate’s Degree
1998 - 2001

Andrew Rappolt's Skills

Finance
Portfolio Management
Fixed Income

Trading
Investments
Financial Analysis
Financial Services
Retirement Planning

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Andrew Rappolt's Summary

Andrew Rappolt, based in Cotati, CA, US, is currently a Investment Strategist at Atlas Private Wealth Advisors, bringing experience from previous roles at LPL Financial, JL SCHNEIDER & ASSOCIATES, INC, Wells Fargo Advisors and Impact Investors. Andrew Rappolt holds a 2012 - 2014 Master's degree in Portfolio Management and Security Analysis @ Creighton University. With a robust skill set that includes Finance, Portfolio Management, Fixed Income, Trading, Investments and more, Andrew Rappolt contributes valuable insights to the industry.