Andrew enjoys watching sports with his friends as well as playing golf, basketball and working out at the gym. In his free time, he enjoys reading and listening to financial podcasts.
- Bachelor of Science in Accounting, Monmouth University, Long Branch, NJ 2022
- Currently pursuing Series 7 license
Roles & Responsibilities
Andrew monitors the daily needs of our clients by assisting with comprehensive financial planning topics, portfolio monitoring, investment research and trading operations/activities.