Andrew Claudio, Cfp®, Msba Email and Phone Number
Andrew Claudio, Cfp®, Msba work email
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Andrew Claudio, Cfp®, Msba personal email
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.
Ss&C Advent
View- Website:
- advent.com
- Employees:
- 1700
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Sr. Rebalancer Implementation ConsultantSs&C AdventFlorida, United States
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Associate Product ManagerSs&C Advent Nov 2024 - PresentSan Francisco, Ca, Us
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Sr. Rebalancer Implementation ConsultantSs&C Advent Oct 2023 - Nov 2024San Francisco, Ca, Us
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Rebalancer Implementation SpecialistSs&C Advent May 2022 - Oct 2023San Francisco, Ca, Us
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Associate Weath ManagerRiver Capital Advisors, L.C. Jacksonville, Fl Sep 2021 - May 2022
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Workplace Planning Consultant LlFidelity Investments Apr 2021 - Aug 2021Boston, Ma, Us -
Workplace Planning Consultant 1Fidelity Investments Oct 2020 - Apr 2021Boston, Ma, Us
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Workplace Planning AssociateFidelity Investments Feb 2020 - Sep 2020Boston, Ma, Us
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ServerBiscottis Espresso Cafe Aug 2015 - Oct 2020Jacksonville, 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. -
InternMellen Money Management Llc Dec 2018 - Jan 2020Ponte Vedra , Fl, Us -
Energy Sector Analyst / TechnicianOsprey Financial Group Aug 2018 - Apr 2019
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InternBold New City Financial Jun 2018 - Aug 2018Jacksonville, Florida, Us -
Assistant General ManagerZoes Kitchen Aug 2014 - Jul 2015Plano, 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. -
ManagerRed Elephant Pizza And Grill Aug 2009 - Jul 2014Us- 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
Andrew Claudio, Cfp®, Msba Education Details
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University Of North FloridaBusiness Analytics -
University Of North FloridaFinance And Financial Planning
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Florida State College At JacksonvilleBusiness
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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