Andrew Glick

Andrew Glick Email and Phone Number

Relationship Manager @ Mercer Advisors
New York, NY, US
Andrew Glick's Location
Calabasas, California, United States, United States
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 Details
Mercer Advisors

Mercer Advisors

View
Relationship Manager
New York, NY, US
Website:
merceradvisors.com
Employees:
1256
Andrew Glick Work Experience Details
  • Mercer Advisors
    Relationship Manager
    Mercer Advisors
    New York, Ny, Us
    View
  • Mercer Advisors
    Client Service Specialist
    Mercer Advisors
    Calabasas, Ca, Us
    View
  • Coffee 'N Clothes
    Partnerships & Sales Intern
    Coffee 'N Clothes Jun 2022 - Present
    Los Angeles, California, United States
    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
    View
  • Ubs
    Wealth Management Intern
    Ubs Jun 2024 - Aug 2024
    Los Angeles, California, United States
    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
    View

Andrew Glick Education Details

Frequently Asked Questions about Andrew Glick

What company does Andrew Glick work for?

Andrew Glick works for Mercer Advisors

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

Andrew Glick's current role is Relationship Manager.

What schools did Andrew Glick attend?

Andrew Glick attended University Of Wisconsin-Madison.

Who are Andrew Glick's colleagues?

Andrew Glick's colleagues are Mark Pletts, Michelle Soucie Fpqp, Tess Inhelder, Cathy H., Jake Wedemeyer, Cfp®, Peter Villani, Tom Cooper.

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