Andrew Moskovitz, Cpfa® Email & Phone Number

Long Beach, Ca, Us

Long Beach, California, United States

I assist clients in all aspects of financial advising and wealth management services, with specialties in wealth management, retirement planning, life, long-term care & disability insurance, 401k rollovers and personal/business financial planning.

Long Beach, California, United States

I attend deal sourcing conferences and events to bring in business for Bryson and further grow our firm, particularly by way of private equity firms and investment companies. I'm at the forefront of a variety of new client acquisitions and am able to assist from start to finish.

Long Beach, California, United States

Andrew Moskovitz is a registered assistant with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Investment advice offered through Bryson Wealth Management, a registered investment advisor and separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Long Beach, California, United States

Helping clients achieve financial freedom and plan for success

San Diego County, California, United States

• Managing team of 6 sales representatives in one of the most competitive and high-volume wine markets in the country• Balancing in-field work w/ reps with remote admin work to ensure team runs smoothly and successfully• Scheduling meetings with high-priority clients to generate sales at the highest levels

Southern California

Huntington Beach, California, United States

• Sales numbers up consistently every month since starting this position• Top salesman in Southern California for 3 straight months • Top salesman in company since March ‘21

Remote

Ran the Twitter, Facebook and Instagram for several of Northbay Products' brandsKnowledge in and use of Hootsuite and other social media promoter tools

San Luis Obispo County, California, United States

In charge of posting information about meetings, board members, and all other marketing, and running Cal Poly Fintech's Instagram, LinkedIn, and Facebook.

San Luis Obispo, California, United States

Knowledge of wine, beer and whiskey gained and put to use on a day-to-day basisRunning the bar alone most days, including cocktail making, whiskey and beer pours, interacting with patrons, set up and break down and assisting the managers in day-to-day duties

Remote

Worked with my team to create a fully functioning virtual coffee shop where professionals worldwide can network with one another 24/7Assisted executives and managers with the Keller Williams Freedom Group in creating a subgroup called Tycoon Real Estate, designed to create an extensive, easy-to-access network of realtors in the greater Chicago area

Barcelona, Catalonia, Spain

Managed social media pages, created new campaigns, ran website and blog, marketed ALBA Stud Abroad to incoming students and parents

Bachelor'S Degree, Marketing, Finance

Activities and Societies: Zeta Beta Tau fraternity, Cal Poly FinTech (Financial Technology) Club, Cal Poly Spikeball Club

International Business, 4.0

High School Diploma, 4.13

Activities and Societies: Boy Scouts of America, Model United Nations, PACE Program, Water polo team, Swim team