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Andrew Wallace Location
Chicago, IL, US
Andrew Wallace Work
2025 -now Managing Director @
2019 -2025 Executive Director @
2015 -2019 Vice President @
2011 -2015 Associate @
2007 -2011 Investment Analyst and Intern @
2006 -2006 Summer Intern @
Andrew Wallace Education
The Ohio State University
B.S.B.A. (Finance)
2004-2008
Andrew Wallace Skills
Series 7
Series 63
Capital Markets
Financial Modeling
Fixed Income
Bloomberg
Equities
Portfolio Management
Investments
Equity Research
Alternative Investments
Financial Analysis
Asset Managment
Wealth Management
Asset Allocation
Andrew Wallace Summary
Andrew Wallace, based in Chicago, IL, US, is currently a Managing Director at J.P. Morgan. Andrew Wallace brings experience from previous roles at J.P. Morgan. Andrew Wallace holds a 2004 - 2008 B.S.B.A. in Finance @ The Ohio State University. With a robust skill set that includes Series 7, Series 63, Capital Markets, Financial Modeling, Fixed Income and more. Andrew Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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