Andrew Sinclair Email and Phone Number
Andrew Sinclair work email
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Andrew Sinclair personal email
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
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
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Vice President, Financial AdvisorMorgan StanleyFlorida, United States -
Vice President - Wealth AdvisorWells Fargo Private Bank Jan 2020 - PresentSan Francisco , Ca, Us -
Vice-President/Commercial Treasury, Liquidity And Depository Relationship ManagementBank United N/A Mar 2018 - Jan 2020Leveraging 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.
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Vice President Commercial Banking And And Private Client ServicesBank United N/A Feb 2018 - May 2018Vice 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.
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Vice President Private Banking And Wealth ManagementSynovus Private Bank / Private Client Group Feb 2015 - 2018In 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.
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Vp Institutional Sales/ Key Account Management/Relationship ManagerRegions Institutional Investment Management And Trust Mar 2010 - Feb 2015VP 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
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Vice President Institutional Sales FloridaFifth Third Bank Institutional Trust May 2010 - May 2011
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Regional Sales DirectorThe Hartford Dec 2007 - Nov 2010Hartford, Ct, Us -
Regional Manager(External Wholesaler)Mfs Investment Management 2004 - 2007Boston, Massachusetts, Us -
Internal Wholesaler/ Retirement Plan Regional Sales DirectorJohn Hancock Life Insurance Company (U.S.A.) Sep 1996 - Jan 2001Boston, Ma, Us
Andrew Sinclair Skills
Andrew Sinclair Education Details
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University Of TampaFinance And Investments -
University Of TampaFinance
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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