Andy Dropkin Location
- Dallas, TX, US
Andy Dropkin Work
- 2014 -now President @
- 2014 -now Chief Investment Officer @
- 2004 -2014 Private Wealth Management @ Waldman Bros
- 1999 -2004 Private Wealth Managment @
- 1997 -1998 Controller @
- 1993 -1997 Financial Analyst @
Andy Dropkin Education
- Southern Methodist University - Cox School of Business
MBA (Finance, Investments)
1998-2000 - The University of Texas at Austin
BBA (Finance, Economics)
1989-1993 - Christian Brothers High School
Andy Dropkin Skills
- FINRA
- Insurance
- Securities
- Investment Advisory Services
- Wealth
- Wealth Management Services
- Strategic Planning
- Fixed Income
- Customer Service
- Due Diligence
- Finance
- Financial Modeling
- Private Equity
- Investments
- Management
- Wealth Management
- Strategic Financial Planning
- Series 7
- Retirement Planning
- Public Speaking
- Portfolio Management
- Mergers
- Financial Analysis
- Equities
- Budgets
- Asset Management
- 401k
- Banking
- Investment Advisory
- Marketing
- Project Management
Andy Dropkin Summary
- Andy Dropkin, based in Dallas, TX, US, is currently a President at CD Wealth Management. Andy Dropkin brings experience from previous roles at CD Wealth Management, Waldman Bros, Credit Suisse and Lufthansa. Andy Dropkin holds a 1998 - 2000 MBA in Finance, Investments @ Southern Methodist University - Cox School of Business. With a robust skill set that includes FINRA, Insurance, Securities, Investment Advisory Services, Wealth and more. Andy Dropkin has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Andy Dropkin
Andy Dropkin
President
Dallas, TX, US
Drew Dropkin
Senior Associate General Counsel
Washington, DC, US
Top CD Wealth Management Employees
Margaret Walker
Director of Human Resources and Office Manager
Texas, United States
Kelley Followwell
Director of Client Service
Dallas, TX, US
Ilona Friedman
CEO
Dallas, TX, US
Andy Dropkin
President
Dallas, TX, US
Scott Cohen
Founder and Executive Chairman
Dallas, TX, US
Latoya Oshodi
Senior Registered Client Service Specialist
Texas, United States
Cari B.
Strategic Assistant to Chief Investment Partner
Texas, United States
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