Andrew Woolridge Email & Phone Number
Secretary and Treasurer
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Andrew Woolridge Location
- Washington, DC, US
Andrew Woolridge Work
- 2021 -now Managing Director, Wealth Advisor @
- 2009 -now Secretary and Treasurer @ Woolridge Coal Co., Inc. & Peerless Fuels, Inc.
- 2016 -2020 Partner, Managing Director and Family Wealth Advisor @
- 2015 -2016 Managing Director @ Convergent Wealth Advisors
- 2006 -2015 Director @ Convergent Wealth Advisors
- 1998 -2004 Investment Officer @
Andrew Woolridge Education
- Penn State University
BS/MBA (Finance)
Andrew Woolridge Skills
- Asset Allocation
- Wealth Management
- Investments
- Portfolio Management
- Financial Modeling
- Alternative Investments
- Hedge Funds
- Valuation
- Mutual Funds
- Asset Managment
- Series 7
- Bloomberg
- Financial Analysis
- Fixed Income
- Investment Strategies
- Investment Advisory
- Investment Management
- Series 63
- Equities
- Strategic Financial Planning
Andrew Woolridge Summary
- Andrew Woolridge, based in Washington, DC, US, is currently a Secretary and Treasurer at Woolridge Coal Co., Inc. & Peerless Fuels, Inc.. Andrew Woolridge brings experience from previous roles at Cresset, PagnatoKarp and Convergent Wealth Advisors. Andrew Woolridge holds a BS/MBA in Finance @ Penn State University. With a robust skill set that includes Asset Allocation, Wealth Management, Investments, Portfolio Management, Financial Modeling and more. Andrew Woolridge has 2 emails and 2 mobile phone numbers on RocketReach.
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