Andrew Sinclair Email & Phone Number
Vice President, Financial Advisor @ Morgan Stanley
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Andrew Sinclair Location
- Florida, United States
Andrew Sinclair Work
- 2025 -now Vice President, Financial Advisor @
- 2020 -2025 Vice President - Wealth Advisor @
- 2018 -2020 Vice-President and Commercial Treasury, Liquidity and Depository Relationship Management @ Bank United N/A
- 2018 -2018 Vice President Commercial Banking and and Private Client Services @ Bank United N/A
- 2015 -2018 Vice President Private Banking and Wealth Management @ Synovus Private Bank / Private Client Group
- 2010 -2015 VP Institutional Sales and Key account management and relationship manager @ Regions Institutional Investment Management and Trust
- 2010 -2011 Vice President Institutional Sales Florida @ Fifth Third Bank Institutional Trust
- 2007 -2010 Regional Sales Director @
- 2004 -2007 Regional Manager(External Wholesaler) @
- 1996 -2001 Internal wholesaler and Retirement Plan Regional Sales Director @
Andrew Sinclair Education
- University of Tampa
Finance (Finance and Investments)
2009-2012 - University of Tampa
College Prep (Finance)
1986-1990
Andrew Sinclair Skills
- Asset
- Series 7
- 401k
- Series 63
- Series 6
- Wealth Management
- Mutual Funds
- Wealth Preservation Planning
- Retirement plan benchmarking analysis
- Ownership exit straegies
- Retirement
- Retirement Planning
- Investments
- Asset Allocation
- Series 24
- Defined Contribution
- Investment Management
- Defined Benefit
- Alternative Investments
- Uniform Combined State Law
- Series 65
- Separately Managed Accounts
- Asset Managment
- FINRA
- Financial Services
- Banking
- Insurance
- Securities
- Finance
- Wealth Management Services
- Relationship Management
- Investment Advisory
- Cash Management
- Fixed Annuities
- Strategic Financial Planning
- Life Insurance
- Loans
- Credit
- Financial Advisory
- Portfolio Management
- Asset Management
- Financial Planning
- Financial Analysis
- Leadership
- Business Development
- Marketing
- IRAs
- Roth IRA
- Traditional IRA
Andrew Sinclair Summary
- Andrew Sinclair, based in Florida, United States, is currently a Vice President, Financial Advisor at Morgan Stanley. Andrew Sinclair brings experience from previous roles at Wells Fargo Private Bank, Bank United N/A and Synovus Private Bank / Private Client Group. Andrew Sinclair holds a 2009 - 2012 Finance in Finance and Investments @ University of Tampa. With a robust skill set that includes Asset, Series 7, 401k, Series 63, Series 6 and more. Andrew Sinclair has 3 emails and 2 mobile phone numbers on RocketReach.
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