Andrew Valle Email & Phone Number
Lead Alternative Investment Consultant @ Wells Fargo
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Andrew Valle Location
- Boston, MA, US
Andrew Valle Work
- Lead Alternative Investment Consultant @ (March 2025 - Present)
- Alternative Investment Consultant @ (November 2019 - March 2025)
- Investor Relations Specialist - Alternative Investments @ (March 2015 - November 2019)
- Team Lead, Subject Matter Expert and Client Service @ (August 2012 - March 2015)
- Legislative Aide @ (January 2010 - May 2010)
Andrew Valle Education
- University of Denver - Daniels College of Business
Bachelor of Science in Business Administration (Finance; Economics)
2008-2012 - Wellesley High School 2004-2008
Andrew Valle Skills
- Infrastructure
- Alternative Investments
- Series 7
- Series 63
- Capital IQ
- Microsoft Office
- Financial Statement Analysis
- Equity Valuation
- Equity Research
- Financial Analysis
- Financial Modeling
- Strategic Financial Planning
- Microsoft Excel
- Financial Regulation
- Securities Regulation
- Economic Regulation
- Political Campaigns
- Political Communication
- State Politics
- State Government
- Analyst Briefings
- Qualitative Research
- Independent Thinking
- Leadership
- Public Speaking
- Public Policy
- Policy Analysis
- Fiscal Policy
- Derivatives
- Asset Management
- Trading Platforms
- Equity Derivatives
- Equity Trading
Andrew Valle Summary
- Andrew Valle, based in Boston, MA, US, is currently a Lead Alternative Investment Consultant at Wells Fargo. Andrew Valle brings experience from previous roles at Wells Fargo, Wells Fargo Asset Management and State of Colorado. Andrew Valle holds a 2008 - 2012 Bachelor of Science in Business Administration in Finance; Economics @ University of Denver - Daniels College of Business. With a robust skill set that includes Infrastructure, Alternative Investments, Series 7, Series 63, Capital IQ and more. Andrew Valle has 2 emails and 2 mobile phone numbers on RocketReach.
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