AeroLeads people directory · profile
Andrew Claudio, Cfp®, Msba Email & Phone Number
Associate Product Manager
at
SS&C Black Diamond Wealth Solutions
1 work email found
@advent.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Product Manager
Location
Metro Jacksonville, United States
Who is Andrew Claudio, Cfp®, Msba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andrew Claudio, Cfp®, Msba is listed as Associate Product Manager at SS&C Black Diamond Wealth Solutions, based in Metro Jacksonville, United States. AeroLeads shows a work email signal at advent.com and a matched LinkedIn profile for Andrew Claudio, Cfp®, Msba.
Andrew Claudio, Cfp®, Msba previously worked as Sr. Rebalancer Implementation Consultant at Ss&C Advent and Associate Product Manager at Ss&C Advent. Andrew Claudio, Cfp®, Msba holds Master Of Science - Ms, Business Analytics from University Of North Florida.
Company email context
Email format at SS&C Black Diamond Wealth Solutions
This section adds company-level context without repeating Andrew Claudio, Cfp®, Msba's masked contact details.
*@advent.com
68% confidence
AeroLeads found 1 current-domain work email signal for Andrew Claudio, Cfp®, Msba. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Management, Leadership, Customer Service, Microsoft Excel, and 7 others.
Current workplace
Andrew Claudio, Cfp®, Msba's current company
Company context helps verify the profile and gives searchers a useful next step.
Ss&C Black Diamond Wealth Solutions
Website
AeroLeads page
15 roles
Andrew Claudio, Cfp®, Msba work experience
A career timeline built from the work history available for this profile.
Sr. Rebalancer Implementation Consultant
Associate Product Manager
Sr. Rebalancer Implementation Consultant
Oct 2023 - Nov 2024
Rebalancer Implementation Specialist
May 2022 - Oct 2023
Associate Weath Manager
River Capital Advisors, L.C. Jacksonville, Fl
Sep 2021 - May 2022
Workplace Planning Consultant Ll
Apr 2021 - Aug 2021
Workplace Planning Consultant 1
Oct 2020 - Apr 2021
Workplace Planning Associate
Feb 2020 - Sep 2020
Server
- 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.
Aug 2015 - Oct 2020
Intern
Dec 2018 - Jan 2020
Energy Sector Analyst / Technician
Osprey Financial Group
Aug 2018 - Apr 2019
Intern
Jun 2018 - Aug 2018
Assistant General Manager
- 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.
Aug 2014 - Jul 2015
Manager
- 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.
Aug 2009 - Jul 2014
3 education records
Andrew Claudio, Cfp®, Msba education
Master Of Science - Ms, Business Analytics
University Of North Florida
Bachelor'S Degree, Finance And Financial Planning
University Of North Florida
Associate Of Arts - Aa, Business
Florida State College At Jacksonville
FAQ
Frequently asked questions about Andrew Claudio, Cfp®, Msba
Quick answers generated from the profile data available on this page.
What company does Andrew Claudio, Cfp®, Msba work for?
Andrew Claudio, Cfp®, Msba works for SS&C Black Diamond Wealth Solutions.
What is Andrew Claudio, Cfp®, Msba's role at SS&C Black Diamond Wealth Solutions?
Andrew Claudio, Cfp®, Msba is listed as Associate Product Manager at SS&C Black Diamond Wealth Solutions.
What is Andrew Claudio, Cfp®, Msba's email address?
AeroLeads has found 1 work email signal at @advent.com for Andrew Claudio, Cfp®, Msba at SS&C Black Diamond Wealth Solutions.
Where is Andrew Claudio, Cfp®, Msba based?
Andrew Claudio, Cfp®, Msba is based in Metro Jacksonville, United States while working with SS&C Black Diamond Wealth Solutions.
What companies has Andrew Claudio, Cfp®, Msba worked for?
Andrew Claudio, Cfp®, Msba has worked for Ss&C Black Diamond Wealth Solutions, Ss&C Advent, River Capital Advisors, L.C. Jacksonville, Fl, Fidelity Investments, and Biscottis Espresso Cafe.
How can I contact Andrew Claudio, Cfp®, Msba?
You can use AeroLeads to view verified contact signals for Andrew Claudio, Cfp®, Msba at SS&C Black Diamond Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Andrew Claudio, Cfp®, Msba attend?
Andrew Claudio, Cfp®, Msba holds Master Of Science - Ms, Business Analytics from University Of North Florida.
What skills is Andrew Claudio, Cfp®, Msba known for?
Andrew Claudio, Cfp®, Msba is listed with skills including Management, Leadership, Customer Service, Microsoft Excel, Team Building, Time Management, Food And Beverage, and Inventory Management.
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