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Andy Meyer Location
Newport Beach, CA, US
Andy Meyer Work
2015 -now Regional President - West, Senior Managing Director @
2014 -2015 Vice President Wealth Management @
2013 -2014 Investor Relations Manager @
2011 -2013 Associate @
2008 -2010 Associate @
Andy Meyer Education
Towson University
Bachelor of Science (BS) (Finance)
2006-2008
University of Maryland 2004-2006
Andy Meyer Skills
Portfolio Management
Finance
Financial Analysis
Financial Modeling
Hedge Funds
Asset Management
Alternative Investments
Equities
Financial Services
Valuation
Chartered Financial Analyst
Bloomberg
Asset Allocation
Wealth Management
Bloomberg Terminal
Fixed Income
Strategic Financial Planning
Capital Markets
Corporate Finance
Risk Management
Investment Management
Trading
Private Equity
Equity Research
Microsoft Excel
Investments
Leadership
Process Scheduler
Visual Merchandising
PowerPoint
Retail
Sales
Data Entry
Customer Satisfaction
Merchandising
Chartered Financial
Loss Prevention
Outlook
Microsoft Office
Microsoft Word
Time Management
Customer Service
Teamwork
Management
Strategic Financial
Inventory Management
Inventory Control
Telephone Skills
Andy Meyer Summary
Andy Meyer, based in Newport Beach, CA, US, is currently a Regional President - West, Senior Managing Director at MAI Capital Management, LLC. Andy Meyer brings experience from previous roles at First American Trust, Landmark Dividend LLC, BNY Mellon Wealth Management and BNY Mellon. Andy Meyer holds a 2006 - 2008 Bachelor of Science (BS) in Finance @ Towson University. With a robust skill set that includes Portfolio Management, Finance, Financial Analysis, Financial Modeling, Hedge Funds and more. Andy Meyer has 2 emails and 2 mobile phone numbers on RocketReach.
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