Andrew Scholnick Email & Phone Number

San Francisco, California, United States

• Work with the Chairman on top-tier sales operations initiative to recruit Financial Advisors • Restructured and manage the firm’s recruiting funnel by redesigning matrix that assesses prospects for follow-up recruitment• Communicate biweekly with branch managers to update funnel progress and candidate information• Distribute progress reports and communicate with the Executive Management Team regarding recruitment management• Built a CRM model on Excel to manage and analyze recruiting efforts and contacts• Used the Four Disciplines of Execution to implement a WIG system with Lead and Lag Measures• Developed and currently keep track of a Player’s and Coach’s Scoreboard• The implementation of the WIG system has created an increase in recruiting contacts and meetings• Work with the VP of Strategic Initiatives on various projects involving training, recruiting, hiring, and on-boarding financial advisors

Men's Varsity Tennis Team Member - 2011-2012Track & Field Team Member - February 2015-May 2016

Greater New York City Area

Worked in acquisitions building underwriting models on Excel, finding future NOI’s and IRR of propertiesAnalyzed these numbers and qualitative information (through site visits) for potential investments and bidding decisionsCreated lease abstracts, detailed rent rolls, income cap and return pages, and historic information pages on ExcelWorked directly with the CEO, CIO, and head of acquisitions on underwriting, determining when and how much to bid on properties, and assisting with property management logistics

Bachelor Of Arts (Ba), Communication And Media Studies

Education record

Courses include Accounting, Corporate Valuation, Excel Best Practices, Financial Modeling, Relative Valuation, and Merger Modeling..