Andrew Randisi, Cfp® Email and Phone Number
Andrew Randisi, Cfp® work email
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Andrew Randisi, Cfp® personal email
I am a graduating senior majoring in finance and accounting at Drexel University’s LeBow College of Business. During my three co-op experiences, I had the opportunity to work in corporate taxation at Sunoco Inc. R&M, wealth management taxation services at PricewaterhouseCoopers, and wealth management at Pennsylvania Capital Management. These experiences allowed me to see the complete picture when it comes to designing a client’s financial plan from portfolio rebalancing to tax loss harvesting. It is with great excitement that I announce that I will be working full-time for Pennsylvania Capital Management as part of their investment management group upon graduation. Outside of the classroom, I have been a commuter student throughout my entire academic career at Drexel University. Using my commuter student platform, I helped co-found a learning community for business students at Drexel University called LeBow Commuters. LeBow Commuters has been a tremendous success helping business commuter students feel a part of Drexel University and has been growing in enrollment every year. In addition, I am also a member of the Drexel Chapter of the Delta Epsilon Iota Academic Honor Society and the Drexel Finance and Investment Group (DFIG). In the past, I served as an active member on the LeBow Dean’s Student Advisory Board.
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Senior Financial AdvisorPennsylvania Capital Management Feb 2022 - PresentHuntingdon Valley, Pennsylvania, Us -
Investment Management AssociatePennsylvania Capital Management Jun 2017 - Feb 2022Huntingdon Valley, Pennsylvania, Us -
Wealth Management InternPennsylvania Capital Management Jul 2016 - Jun 2017Huntingdon Valley, Pennsylvania, Us• Researched ETFs, mutual funds, and equity securities using Morningstar Office for inclusion in client portfolios during tax harvest season• Analyzed client portfolios ranging up to $5 million dollars for outperformance against portfolio benchmarks related to alpha, beta, standard deviation, and Sharpe ratio• Designed Total Client Profiles based on questionnaires and investment meeting minutes for client facing presentations• Developed portfolio drawdown reports based on lifestyle expense worksheets to provide estimation of client’s portfolio longevity through retirement -
Wealth Management Taxation Services InternPwc Oct 2015 - Mar 2016Gb• Analyzed the taxability of monthly portfolio transactions related to stocks, bonds, rental receipts, and master limited partnership distributions in preparation of tax filing season• Filed IRS 1041 and 1041G trust tax returns for BNY Mellon high-net-worth clients• Reviewed client trust documents for right of withdrawal powers including: Crummey power and five by five power• Completed quarterly state and federal tax estimate payment reports for the entire 20 member BNY Mellon team -
Tax Analyst InternSunoco Sep 2014 - Mar 2015Dallas, Tx, Us• Calculated IRS Form 1120 Schedule M tax adjustments based on year end trial balances for six Sunoco subsidiaries• Utilized Excel Pivot Tables to compute sales, payroll, inventory, and PP&E apportionment rates for Sunoco, LLC and Mid-Atlantic Convenience Stores (MACS)• Prepared local and state income tax returns and quarterly estimates for all Sunoco, Inc. entities
Andrew Randisi, Cfp® Skills
Andrew Randisi, Cfp® Education Details
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Drexel University'S Lebow College Of BusinessAccounting And Finance -
Camden Catholic High School
Frequently Asked Questions about Andrew Randisi, Cfp®
What company does Andrew Randisi, Cfp® work for?
Andrew Randisi, Cfp® works for Pennsylvania Capital Management
What is Andrew Randisi, Cfp®'s role at the current company?
Andrew Randisi, Cfp®'s current role is Senior Financial Advisor Pennsylvania Capital Management.
What is Andrew Randisi, Cfp®'s email address?
Andrew Randisi, Cfp®'s email address is am****@****xel.edu
What schools did Andrew Randisi, Cfp® attend?
Andrew Randisi, Cfp® attended Drexel University's Lebow College Of Business, Camden Catholic High School.
What are some of Andrew Randisi, Cfp®'s interests?
Andrew Randisi, Cfp® has interest in Automotive, Traveling, Trading, Stocks, Investing, Bonds, Sports.
What skills is Andrew Randisi, Cfp® known for?
Andrew Randisi, Cfp® has skills like Microsoft Word, Microsoft Excel, Science, Proficient Typing Skills, Time Management, Teamwork, English, Finance, Business Strategy, Team Building, Technology, Mathematics.
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