Andrew Claudio, Cfp®, Msba

Andrew Claudio, Cfp®, Msba Email and Phone Number

Sr. Rebalancer Implementation Consultant @ SS&C Advent
Florida, United States
Andrew Claudio, Cfp®, Msba's Location
Metro Jacksonville, United States, United States
Andrew Claudio, Cfp®, Msba's Contact Details

Andrew Claudio, Cfp®, Msba work email

Andrew Claudio, Cfp®, Msba personal email

n/a
About Andrew Claudio, Cfp®, Msba

Results-driven professional with a robust background in financial services, client relations, and operational excellence. Adept at cultivating client relationships, implementing innovative solutions, and driving team efficiency. Proven success in managing diverse responsibilities, from client consultations to project implementation. Experienced in asset management solutions, operations support, and program leadership, with a focus on enhancing user experiences. Demonstrates a track record of exceeding goals and contributing to client satisfaction.

Andrew Claudio, Cfp®, Msba's Current Company Details
SS&C Advent

Ss&C Advent

View
Sr. Rebalancer Implementation Consultant
Florida, United States
Website:
advent.com
Employees:
1700
Andrew Claudio, Cfp®, Msba Work Experience Details
  • Ss&C Advent
    Sr. Rebalancer Implementation Consultant
    Ss&C Advent
    Florida, United States
  • Ss&C Advent
    Associate Product Manager
    Ss&C Advent Nov 2024 - Present
    San Francisco, Ca, Us
  • Ss&C Advent
    Sr. Rebalancer Implementation Consultant
    Ss&C Advent Oct 2023 - Nov 2024
    San Francisco, Ca, Us
  • Ss&C Advent
    Rebalancer Implementation Specialist
    Ss&C Advent May 2022 - Oct 2023
    San Francisco, Ca, Us
  • River Capital Advisors, L.C. Jacksonville, Fl
    Associate Weath Manager
    River Capital Advisors, L.C. Jacksonville, Fl Sep 2021 - May 2022
  • Fidelity Investments
    Workplace Planning Consultant Ll
    Fidelity Investments Apr 2021 - Aug 2021
    Boston, Ma, Us
  • Fidelity Investments
    Workplace Planning Consultant 1
    Fidelity Investments Oct 2020 - Apr 2021
    Boston, Ma, Us
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments Feb 2020 - Sep 2020
    Boston, Ma, Us
  • Biscottis Espresso Cafe
    Server
    Biscottis Espresso Cafe Aug 2015 - Oct 2020
    Jacksonville, Florida , Us
    - Work quickly and efficiently while providing excellent customer service.- Selected to train new employees on restaurant policies and procedures.- Exhibit strong interpersonal skills while building and maintaining relationships with guests.
  • Mellen Money Management Llc
    Intern
    Mellen Money Management Llc Dec 2018 - Jan 2020
    Ponte Vedra , Fl, Us
  • Osprey Financial Group
    Energy Sector Analyst / Technician
    Osprey Financial Group Aug 2018 - Apr 2019
  • Bold New City Financial
    Intern
    Bold New City Financial Jun 2018 - Aug 2018
    Jacksonville, Florida, Us
  • Zoes Kitchen
    Assistant General Manager
    Zoes Kitchen Aug 2014 - Jul 2015
    Plano, Us
    - Supervised the scheduling and activities for 15 staff members.- Managed inventory processes and submitted/audited orders as needed.- Responsible for meeting or exceeding labor cost goals.
  • Red Elephant Pizza And Grill
    Manager
    Red Elephant Pizza And Grill Aug 2009 - Jul 2014
    Us
    - Promoted within my first year kitchen manager due to strong organizational skills. and an outstanding ability to provide reliable service and leadership to the kitchen staff. - Managed staff of over 50 / 15-20 staff in any given shift.- Ordered supplies and generated shift schedules.- Responsible for hiring/firing of employees and managing costs.- Facilitated meetings with leadership to discuss profit-and-loss statements.

Andrew Claudio, Cfp®, Msba Skills

Management Leadership Customer Service Microsoft Excel Team Building Time Management Food And Beverage Inventory Management Customer Satisfaction Microsoft Word Employee Training

Andrew Claudio, Cfp®, Msba Education Details

  • University Of North Florida
    University Of North Florida
    Business Analytics
  • University Of North Florida
    University Of North Florida
    Finance And Financial Planning
  • Florida State College At Jacksonville
    Florida State College At Jacksonville
    Business

Frequently Asked Questions about Andrew Claudio, Cfp®, Msba

What company does Andrew Claudio, Cfp®, Msba work for?

Andrew Claudio, Cfp®, Msba works for Ss&c Advent

What is Andrew Claudio, Cfp®, Msba's role at the current company?

Andrew Claudio, Cfp®, Msba's current role is Sr. Rebalancer Implementation Consultant.

What is Andrew Claudio, Cfp®, Msba's email address?

Andrew Claudio, Cfp®, Msba's email address is an****@****fmr.com

What schools did Andrew Claudio, Cfp®, Msba attend?

Andrew Claudio, Cfp®, Msba attended University Of North Florida, University Of North Florida, Florida State College At Jacksonville.

What skills is Andrew Claudio, Cfp®, Msba known for?

Andrew Claudio, Cfp®, Msba has skills like Management, Leadership, Customer Service, Microsoft Excel, Team Building, Time Management, Food And Beverage, Inventory Management, Customer Satisfaction, Microsoft Word, Employee Training.

Who are Andrew Claudio, Cfp®, Msba's colleagues?

Andrew Claudio, Cfp®, Msba's colleagues are Sam Sun, Christopher Santos, Jimesh Patel, Charles Darling, Cpa, Nicole Milne, Chris Thomas, Sakthivel Sakthivel.

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