Andrew Sinclair

Andrew Sinclair Email and Phone Number

Vice President, Financial Advisor @ Morgan Stanley
Florida, United States
Andrew Sinclair's Location
Greater Tampa Bay Area, United States, United States
Andrew Sinclair's Contact Details

Andrew Sinclair personal email

n/a
About Andrew Sinclair

Good day and thank you for taking the time to review my Linked In profile. Please think of me from the following perspective:Working within Wells Fargo Private Bank, I am privileged to coordinate a team of seasoned, credentialed specialists on behalf of our most complex relationships to help ensure the best possible experience and provide a single point of contact for our clients, their families, and their businesses. Eclipsing the past 20 years, I feel that I have leveraged my experience as a business owner and problem solver to thoughtfully, and through extensive financial and business planning work with my clients, integrate their business interests and their families’ goals in order to help create or continue their family legacy and market relevance. Currently developing and managing new business relationships. Should you have any questions please contact me at 813-777-6350./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. NMLSR ID 399801.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Andrew Sinclair's Current Company Details
Morgan Stanley

Morgan Stanley

View
Vice President, Financial Advisor
Florida, United States
Employees:
94640
Andrew Sinclair Work Experience Details
  • Morgan Stanley
    Vice President, Financial Advisor
    Morgan Stanley
    Florida, United States
  • Wells Fargo Private Bank
    Vice President - Wealth Advisor
    Wells Fargo Private Bank Jan 2020 - Present
    San Francisco , Ca, Us
  • Bank United N/A
    Vice-President/Commercial Treasury, Liquidity And Depository Relationship Management
    Bank United N/A Mar 2018 - Jan 2020
    Leveraging extensive experience in the institutional fixed income and liquidity strategies, our team brought a deep understanding and background in funding, liquidity and capital management functions for leading local municipal, regional and global institutions.
  • Bank United N/A
    Vice President Commercial Banking And And Private Client Services
    Bank United N/A Feb 2018 - May 2018
    Vice President Commercial Lending and Private Client Banking Services Manager.BankUnited, N.A.Sourced and serviced existing and new clientele across the Southeastern and Northeastern United States. Responsible for onboarding and maintaining new and existing relationships.
  • Synovus Private Bank / Private Client Group
    Vice President Private Banking And Wealth Management
    Synovus Private Bank / Private Client Group Feb 2015 - 2018
    In this role, my team served the private banking and wealth management needs for successful business owners, entrepreneur's, families and individuals. We provided tailored planning and wealth solutions based on our client's diverse financial needs. This helped enable our clients to pursue their financial goals and succeed financially.
  • Regions Institutional Investment Management And Trust
    Vp Institutional Sales/ Key Account Management/Relationship Manager
    Regions Institutional Investment Management And Trust Mar 2010 - Feb 2015
    VP Institutional Relationship Manager and Business Development Officer covering all of Florida. Worked with over 25 Commercial and Business Banker, Treasury Management Officers, Portfolio Managers, Merchant Services officers and other Bank partners bringing custom, tailored solutions to our bank clients and prospects. Due to expansive referral partnerships we grew the Florida footprint by consulting on personalized solutions
  • Fifth Third Bank Institutional Trust
    Vice President Institutional Sales Florida
    Fifth Third Bank Institutional Trust May 2010 - May 2011
  • The Hartford
    Regional Sales Director
    The Hartford Dec 2007 - Nov 2010
    Hartford, Ct, Us
  • Mfs Investment Management
    Regional Manager(External Wholesaler)
    Mfs Investment Management 2004 - 2007
    Boston, Massachusetts, Us
  • John Hancock Life Insurance Company (U.S.A.)
    Internal Wholesaler/ Retirement Plan Regional Sales Director
    John Hancock Life Insurance Company (U.S.A.) Sep 1996 - Jan 2001
    Boston, Ma, Us

Andrew Sinclair Skills

Retirement Planning Retirement Wealth Management Investment Management Investments Mutual Funds Finance Banking Financial Services Series 7 401k Series 63 Series 6 Relationship Management Portfolio Management Asset Allocation Investment Advisory Asset Management Defined Contribution Credit Alternative Investments Securities Strategic Financial Planning Defined Benefit Insurance Life Insurance Loans Finra Financial Planning Asset Uniform Combined State Law Separately Managed Accounts Wealth Management Services Fixed Annuities Wealth Preservation Planning Series 24 Series 65 Cash Management Financial Advisory Asset Managment Financial Analysis Retirement Plan Benchmarking Analysis Ownership Exit Straegies Iras Roth Ira Traditional Ira

Andrew Sinclair Education Details

  • University Of Tampa
    University Of Tampa
    Finance And Investments
  • University Of Tampa
    University Of Tampa
    Finance

Frequently Asked Questions about Andrew Sinclair

What company does Andrew Sinclair work for?

Andrew Sinclair works for Morgan Stanley

What is Andrew Sinclair's role at the current company?

Andrew Sinclair's current role is Vice President, Financial Advisor.

What is Andrew Sinclair's email address?

Andrew Sinclair's email address is an****@****zon.net

What schools did Andrew Sinclair attend?

Andrew Sinclair attended University Of Tampa, University Of Tampa.

What skills is Andrew Sinclair known for?

Andrew Sinclair has skills like Retirement Planning, Retirement, Wealth Management, Investment Management, Investments, Mutual Funds, Finance, Banking, Financial Services, Series 7, 401k, Series 63.

Who are Andrew Sinclair's colleagues?

Andrew Sinclair's colleagues are Sheri Camp, Jaison Varkey, Emily Pascal, Rachel Deaton, Lacy Foreman Labbe, Craig Hodgson Msc, Mcips, Mcmi, Alain Turki.

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