Andrew Glick Email & Phone Number
Who is Andrew Glick? Overview
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Andrew Glick is listed as Relationship Manager at Mercer Advisors, a with 1256 employees, based in Calabasas, California, United States. AeroLeads shows a matched LinkedIn profile for Andrew Glick.
Andrew Glick previously worked as Client Service Specialist at Mercer Advisors and Partnerships & Sales Intern at Coffee 'N Clothes. Andrew Glick holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Madison.
Email format at Mercer Advisors
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About Andrew Glick
I am a rising Senior business student studying finance at the University of Wisconsin - Madison. Currently, I am interning at Coffee 'n Clothes, a marketing activation company. This summer, I had the opportunity to work as a Wealth Management Intern at UBS Financial Services Inc. Relevant coursework I have experience in includes accounting, microeconomics and macroeconomics, business analytics, and corporate and institutional finance courses. Through the business school, I have gained proficiency in Microsoft Excel.
Andrew Glick's current company
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Andrew Glick work experience
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Client Service Specialist
Partnerships & Sales Intern
Conduct prospecting of potential leads involved in branding, marketing, and activationContact leads to establish sales meetings and foster brand activation experiences Aid in the process of securing materials and equipment necessary for branded events
Wealth Management Intern
Gained valuable experience observing trading activities, financial plan reviews, and monthly investment meetings Managed client processes including prospective portfolio allocations, holdings reports, cash balance analyses, etc.Performed research regarding Separately Managed Accounts and Alternative Investment funds to consolidate strategic investment information for advisorsBuilt professional communication skills by contacting industry agents to gather investment and client information
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 1256 employees →
Karrie Spencer, Cfp®
Colleague at Mercer AdvisorsPortland, Oregon Metropolitan Area, United States
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Mark Valle
Colleague at Mercer AdvisorsHouston, Texas, United States
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Renee P.
Colleague at Mercer AdvisorsBoulder, Colorado, United States
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Greta Fure
Colleague at Mercer AdvisorsMinneapolis, Minnesota, United States
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Evan Kennedy
Colleague at Mercer AdvisorsGreater Minneapolis-St. Paul Area, United States
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Will Howard, Cfa, Cfp®
Colleague at Mercer AdvisorsSmyrna, Georgia, United States
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Amanda Reed
Colleague at Mercer AdvisorsSpringfield, Missouri, United States
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Nicole Duman
Colleague at Mercer AdvisorsDenver, Colorado, United States
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Alexis Kibbe, Cfp®
Colleague at Mercer AdvisorsUnited States
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David Carmichael
Colleague at Mercer AdvisorsScottsdale, Arizona, United States
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Andrew Glick education
Frequently asked questions about Andrew Glick
Quick answers generated from the profile data available on this page.
What company does Andrew Glick work for?
Andrew Glick works for Mercer Advisors.
What is Andrew Glick's role at Mercer Advisors?
Andrew Glick is listed as Relationship Manager at Mercer Advisors.
Where is Andrew Glick based?
Andrew Glick is based in Calabasas, California, United States while working with Mercer Advisors.
What companies has Andrew Glick worked for?
Andrew Glick has worked for Mercer Advisors, Coffee 'N Clothes, and Ubs.
Who are Andrew Glick's colleagues at Mercer Advisors?
Andrew Glick's colleagues at Mercer Advisors include Karrie Spencer, Cfp®, Mark Valle, Renee P., Greta Fure, and Evan Kennedy.
How can I contact Andrew Glick?
You can use AeroLeads to view verified contact signals for Andrew Glick at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Andrew Glick attend?
Andrew Glick holds Bachelor Of Business Administration - Bba, Finance, General from University Of Wisconsin-Madison.
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