Andrew Palacios
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Andrew Palacios Email & Phone Number

Location: Washington, District of Columbia, United States 5 work roles 3 schools
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Role
Financial Analyst
Location
Washington, District of Columbia, United States
Company size

Who is Andrew Palacios? Overview

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Quick answer

Andrew Palacios is listed as Financial Analyst at Rockefeller Capital Management, a with 491 employees, based in Washington, District of Columbia, United States. AeroLeads shows a matched LinkedIn profile for Andrew Palacios.

Andrew Palacios previously worked as Shop Manager / Golf Instructor at Fox Den Country Club and Account Manager at Orange Umbrella Miami. Andrew Palacios holds Economics from University Of Miami.

Company email context

Email format at Rockefeller Capital Management

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Rockefeller Capital Management

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Profile bio

About Andrew Palacios

I am an Analyst and Client Associate for the Moon Wealth Partners at Rockefeller Capital Management. My role includes financial research as well as serving as a liaison between our clients and team, always ensuring clear, accurate, and open communication. I am currently working on becoming a Certified Trust and Fiduciary Expert, as well as constantly researching new investment opportunities such as AI and emerging markets.

Listed skills include Leadership, Nonprofit Organizations, International Relations, Microsoft Office, and 7 others.

Current workplace

Andrew Palacios's current company

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Rockefeller Capital Management
Rockefeller Capital Management
Financial Analyst
Washington, DC, US
Website
Employees
491
AeroLeads page
5 roles

Andrew Palacios work experience

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

Financial Analyst

Current

Bethesda, Maryland, United States

- Supports clients by opening accounts, monitoring transactions, and providing insights about products and software. - Serves as a communication liaison between our clients and my team, ensuring that communication is reliable, prompt, and accurate.- Researches new investment opportunities and tools, including AI, blockchain technology, and emerging markets.

Nov 2023 - Present

Shop Manager / Golf Instructor

Fox Den Country Club

Knoxville, Tennessee, United States

- Served as team lead between fellow staff members, management and beverage staff during tournaments and daily activities. Enhanced productivity of the club by training new co-workers in the day-to-day operations; rendered professional services, opinions, and assistance from members and staff and was trusted to make changes and improvements where necessary.- Promoted within 6 months due to dedicated performance and demonstrated ability to manage and handle responsibilities efficiently. - Ran and implemented summer youth camps and adult beginner clinics.

Mar 2022 - Oct 2023

Account Manager

Miami/Fort Lauderdale Area

- Researched potential clientele, appointed journalists to specific projects, and developed strategies for client campaigns. - Co-wrote scripts for a collaboration with the NCAA during their social media PSA campaign. Scripts were written on a team and then approved by the NCAA client. - Managed several accounts including the largest one, the NCAA collaboration. Acted as the main point of communication between the NCAA and the Orange Umbrella team. - Kept detailed accounts of meetings and updated all members of teams working on those accounts on a weekly basis, keeping everyone on track and opening a dialogue for potential improvements or changes when needed.

Dec 2019 - Aug 2021

Market Research Intern

Greater New York City Area

- Provided support to the qualitative team, performing tasks related to market research analysis. - Traveled to Bogota, Colombia to work with the graphic design team and serve as a liaison between English and Spanish-speaking staff.- Collaborated with the marketing team in conceptualizing storyboard ideas for traditional and digital content for national brands such as Denny’s.

Jun 2018 - Aug 2018
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

3 education records

Andrew Palacios education

Economics

Activities and Societies: Debate Team, ACT Tutor, Zeta Beta Tau Fraternity

Economics, International Economics, Freshman

Activities and Societies: Bentley Investment ClubA club that teaches the complexities of investing, the stock market, and how to evaluate.

Education record

Activities and Societies: Bentley RepublicansBecame a member of the Bentley Republicans in order to be able to discuss politics.

FAQ

Frequently asked questions about Andrew Palacios

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

What company does Andrew Palacios work for?

Andrew Palacios works for Rockefeller Capital Management.

What is Andrew Palacios's role at Rockefeller Capital Management?

Andrew Palacios is listed as Financial Analyst at Rockefeller Capital Management.

Where is Andrew Palacios based?

Andrew Palacios is based in Washington, District of Columbia, United States while working with Rockefeller Capital Management.

What companies has Andrew Palacios worked for?

Andrew Palacios has worked for Rockefeller Capital Management, Fox Den Country Club, Orange Umbrella Miami, and Ahzul.

Who are Andrew Palacios's colleagues at Rockefeller Capital Management?

Andrew Palacios's colleagues at Rockefeller Capital Management include Jordan Hawks, Chris Madia, Chris Bowman, Anthony (Tony) Ferrandino, Cima®, C(K)P®, Crps™, Cpfa®, and 源稚女.

How can I contact Andrew Palacios?

You can use AeroLeads to view verified contact signals for Andrew Palacios at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Andrew Palacios attend?

Andrew Palacios holds Economics from University Of Miami.

What skills is Andrew Palacios known for?

Andrew Palacios is listed with skills including Leadership, Nonprofit Organizations, International Relations, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and Microsoft Powerpoint.

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