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Andrew I. Email & Phone Number

Client-focused financial professional, adept at building strong internal & external relationships. Knowledgeable about investment products and securities market. at Brown Brothers Harriman
Location: Greater Boston, United States, United States 7 work roles 5 schools
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Current company
Brown Brothers Harriman
Role
Client-focused financial professional, adept at building strong internal & external relationships. Knowledgeable about investment products and securities market.
Location
Greater Boston, United States, United States
Company size
5837 employees

Who is Andrew I.? Overview

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Quick answer

Andrew I. is listed as Client-focused financial professional, adept at building strong internal & external relationships. Knowledgeable about investment products and securities market. at Brown Brothers Harriman, a company with 5837 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrew I..

Andrew I. previously worked as Senior Client Service Associate at Brown Brothers Harriman and Client Service Representative at Mfs Investment Management. Andrew I. holds The Busch School Of Business, Management And Finance from The Catholic University Of America.

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Email format at Brown Brothers Harriman

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Brown Brothers Harriman

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Profile bio

About Andrew I.

Financial services professional, client-focused and adept at building strong internal and external relationships. Knowledgeable about investments and securities. Proven ability to leverage communication and presentation skills to explain financial products. Accomplished team player.

Listed skills include Leadership, Event Planning, Microsoft Office, Microsoft Word, and 7 others.

Current workplace

Andrew I.'s current company

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Brown Brothers Harriman
Brown Brothers Harriman
Client-focused financial professional, adept at building strong internal & external relationships. Knowledgeable about investment products and securities market.
new york, new york, united states
Website
bbh.com
Employees
5837
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7 roles

Andrew I. work experience

A career timeline built from the work history available for this profile.

Client Service Representative

Mfs Investment Management

Greater Boston Area

Utilized exceptional client service skills to support broad range of MFS clients including brokers, shareholders and third party, with specific attention to problem resolution. Provided general product knowledge about financial and non-financial transactions including buy, sell and exchange, liquidations, capital gain and general account updates and.

Jan 2020 - Jun 2021

Bag Room Attendant And Caddy

Wollaston Golf Club

Milton, MA

Assisted in the set-up and execution of golf tournaments and outings. Maintained the cart staging area, including the podium and bag drop area. Provided personalized service to club members and guests; assisting with information regarding course policies and providing valet service. Supported golfers in all aspects of golf play including keeping score on.

Apr 2011 - Nov 2019

Securities Valuation Intern

State Street

Quincy, MA

Reviewed end of day value of securities and utilized Bloomberg to research and confirm exceptions. Communicated with Client regarding fund holdings and securities activity. Prepared end of day valuation reports and communicated data to relevant internal stakeholders.

Jun 2018 - Aug 2018

Office Assistant, Office Of Alumni Relations

The Catholic University Of America

Washington D.C. Metro Area

Updated alumni records and CUA Alumni website. Assisted with special projects and events as needed.

Sep 2015 - Apr 2016

Sales/Photographer

Fanfoto

Fan Greeter and Photographer at various events at Fenway Park, including tours, games, concerts and special events. Consistently achieved and exceeded sales goals for my team. Processed cash and credit card transactions.

May 2013 - Oct 2013

Umpire

Milton Little League

Umpired little league spring and summer baseball games.

Jun 2010 - Sep 2013
Team & coworkers

Colleagues at Brown Brothers Harriman

Other employees you can reach at bbh.com. View company contacts for 5837 employees →

MV Marie Valy Marie Valy Colleague at Brown Brothers Harriman Luxembourg, Luxembourg View → MF Matthew Franz Matthew Franz Colleague at Brown Brothers Harriman Highland Mills, New York, United States, United States View → BC Bryan Connolly Bryan Connolly Colleague at Brown Brothers Harriman Suffolk County, New York, United States, United States View → ST Stephanie Thomas Stephanie Thomas Colleague at Brown Brothers Harriman Baldwin, New York, United States, United States View → CJ Carrie Johnson Carrie Johnson Colleague at Brown Brothers Harriman Milton, Massachusetts, United States, United States View → SS Scott Schultz Scott Schultz Colleague at Brown Brothers Harriman Rumson, New Jersey, United States, United States View → WZ Wen Zou Wen Zou Colleague at Brown Brothers Harriman Luxembourg, Luxembourg View → CM Charles Macenhill Charles Macenhill Colleague at Brown Brothers Harriman South Croydon, England, United Kingdom, United Kingdom View → RR Robert Ramirez Robert Ramirez Colleague at Brown Brothers Harriman New York, New York, United States, United States View → SK Stacia Kroetz Stacia Kroetz Colleague at Brown Brothers Harriman New York City Metropolitan Area, United States View →
5 education records

Andrew I. education

The Busch School Of Business, Management And Finance

The Catholic University Of America

Education record

Boston College High School

Activities and Societies: Leadership: Captain Varsity Track and Field (Shot Put) Senior Year Varsity Football, Varsity Track and Field.

Education record

Francis Ouimet Scholar

In recognition of my work ethic, client service and recommendations from Wollaston Golf Club members, I was recognized as an Ouimet.

FAQ

Frequently asked questions about Andrew I.

Quick answers generated from the profile data available on this page.

What company does Andrew I. work for?

Andrew I. works for Brown Brothers Harriman.

What is Andrew I.'s role at Brown Brothers Harriman?

Andrew I. is listed as Client-focused financial professional, adept at building strong internal & external relationships. Knowledgeable about investment products and securities market. at Brown Brothers Harriman.

Where is Andrew I. based?

Andrew I. is based in Greater Boston, United States, United States while working with Brown Brothers Harriman.

What companies has Andrew I. worked for?

Andrew I. has worked for Brown Brothers Harriman, Mfs Investment Management, Wollaston Golf Club, State Street, and The Catholic University Of America.

Who are Andrew I.'s colleagues at Brown Brothers Harriman?

Andrew I.'s colleagues at Brown Brothers Harriman include Marie Valy, Matthew Franz, Bryan Connolly, Stephanie Thomas, and Carrie Johnson.

How can I contact Andrew I.?

You can use AeroLeads to view verified contact signals for Andrew I. at Brown Brothers Harriman, including work email, phone, and LinkedIn data when available.

What schools did Andrew I. attend?

Andrew I. holds The Busch School Of Business, Management And Finance from The Catholic University Of America.

What skills is Andrew I. known for?

Andrew I. is listed with skills including Leadership, Event Planning, Microsoft Office, Microsoft Word, Powerpoint, Microsoft Excel, Public Speaking, and Baseball.

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