Andy Navarrete Email & Phone Number
Manager - Transition and Integrations @ Mariner Advisor Network
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Andy Navarrete Location
- Costa Mesa, CA, US
Andy Navarrete Work
- Manager - Transition and Integrations @ (January 2023 - Present)
- Multi-Custodial Relationship Manager @ (June 2018 - Present)
- Relationship Associate @ (January 2016 - June 2018)
- Bar Tender @ (January 2014 - January 2016)
- Intern @ (January 2015 - January 2015)
- Bar Manager @ BrickHouse Public (January 2015 - January 2015)
- Sales Associate @ (January 2011 - January 2013)
- Bookkeeper Intern @ Frederick L. Stafford M.D. Incorporated (September 2011 - December 2011)
Andy Navarrete Education
- University of California, Irvine Division of Continuing Education
(Personal Financial Planning)
2019-2020 - California State University-Fullerton
- Orange Coast College
Andy Navarrete Skills
- Investments
- Portfolio Management
- Financial Analysis
- Finance
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Teamwork
- Asset Management
- Financial Services
- Regulatory Affairs
Andy Navarrete Summary
- Andy Navarrete, based in Costa Mesa, CA, US, is currently a Manager - Transition and Integrations at Mariner Advisor Network. Andy Navarrete brings experience from previous roles at Mariner Advisor Network, Churchill Management Group, Las Brisas - Laguna Beach and Waddell & Reed. Andy Navarrete holds a 2019 - 2020 University of California, Irvine Division of Continuing Education. With a robust skill set that includes Investments, Portfolio Management, Financial Analysis, Finance, Microsoft Excel and more. Andy Navarrete has 1 emails and 2 mobile phone numbers on RocketReach.
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