Andrew Shaub Email and Phone Number
As a student at Indiana University’s Kelley School of Business, I strive to utilize my ability to build relationships, be a diligent worker, and an enthusiastic leader. I approach my planned degree in finance and accounting to one day become a certified financial planner and certified public accountant. I will listen to my clients' financial goals or tax questions and lead them in the right direction that makes the process seamless and manageable. Throughout my different work experiences and education, I have become a diligent worker who strives to fulfill the teams' operations. During my work experience at Financial Plans and Strategies and McCarty mulch and stone, I had the task of building relationships with customers and helping aid them through the process of choosing the best products that fit their needs. Personally, I make it a goal to be an enthusiastic leader, to connect and support as many customers and colleagues as I can, in order to improve their well-being.At Indiana University, I am currently enrolled in many business classes that will improve my knowledge of the finance and accounting field. With my finance and accounting degree and the knowledge gained, after college, I will be working towards becoming a CFP and CPA.
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Incoming Tax AssociateForvis Mazars UsIndianapolis, In, Us -
Wealth Management InternFinancial Plans & Strategies, Inc. May 2024 - Aug 2024Greenwood And Carmel, Indiana, United StatesDuring my summer internship at Financial Plans and Strategies, an Indiana-based financial advisory company with offices on the north and south sides of Indianapolis. I gained hands-on experience in various aspects of wealth management, contributing to key client services:- Non-Sufficient Funds (NSFs) Monitoring: Managed daily alerts for clients receiving monthly, bi-weekly, and weekly distributions, ensuring adequate funds were available in holdings designated for sale.- Asset Allocation: Actively monitored and adjusted client portfolios through eMoney, to align with their target allocations, ensuring optimal portfolio performance.- Report Preparation: Generated comprehensive Morningstar comparison and asset allocation reports, providing clients with the data necessary for informed decisions regarding fund transfers and rollovers.- Client Financial Performance Meetings: I was given the opportunity to sit in annual client meetings to review financial performance, gaining insight into the firm’s strategic approach and to see the client-advisor relationship. Observed how financial plans were adjusted to meet changing goals and market conditions. -
ManagerSelf Employed May 2022 - Aug 2023Greenwood, Indiana, United States- As the leader of a summer business specializing in mulch laying and power washing, I skillfully managed day-to-day business operations and achieved remarkable success, generating around $30,000 in revenue in 11 weeks through a combination of proactive marketing strategies and top-notch customer service.- Employing a strategic approach that encompassed both door-to-door marketing and targeted newsletters, we experienced significant growth in our client base and received glowing recommendations. - My interpersonal and communication skills played a pivotal role in positive client relationships, resulting in exceptional customer satisfaction and repeat business.
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Customer Success/Operations AssistantMccarty Mulch And Stone Mar 2021 - Aug 2021Greenwood, Indiana, United States- McCarty Mulch and Stone is a well known wholesale mulch, rock, and natural stone company located on the Southside of Indianapolis. Serving hundreds of customers each year, the company has grown tremendously- During my time with the company, I specialized as a natural stone salesman that connects with customers and builds a relationship with them- Assisted with fulfilling operational needs throughout the company and other employees, which helped the company as a whole run more efficiently- Maintained consistent work, by going beyond my job description and cleaning up areas around the company grounds
Andrew Shaub Education Details
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Accounting And Finance
Frequently Asked Questions about Andrew Shaub
What company does Andrew Shaub work for?
Andrew Shaub works for Forvis Mazars Us
What is Andrew Shaub's role at the current company?
Andrew Shaub's current role is Incoming Tax Associate.
What schools did Andrew Shaub attend?
Andrew Shaub attended Indiana University - Kelley School Of Business, Center Grove High School.
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