Andy Feldman Email & Phone Number

San Francisco, Ca, Us

Denver, Colorado, Us

San Francisco, California, Us

- Owned portfolio of the firm's largest enterprise and strategic clients- Primary focus on finance/fintech/alt-invest verticals with additional exposure to luxury collectible vertical- Full lifecycle CSM: Ran the entirety of a client post-sales including onboarding, implementation, maintenance, upsells, and renewals for Windfall's SaaS and DaaS offerings- Focused on designing and improving marketing and tech strategies for clients in tandem with our product

Los Angeles, Ca, Us

San Mateo, California, Us

The primary project I was hired for was to lead negotiations with an external healthcare consultancy in order to reduce Verkada’s cost of benefits. Ultimately maintained complete benefits for Verkada and saved them $800k+ annually

New York, Ny, Us

Managed, reviewed and approved trades and investments for thousands of investors daily in combined $2B+ AUM investment portfolios, including those of partner firmsCrafted, edited, and disseminated weekly market insights to 200,000+ individuals across all joint venture partners, investors and prospective investors

New York, Ny, Us

Managed the relationships for 6,000 clients representing $1.1B across all accountsActed as subject matter expert for partner-firm relationships and helped train partner-firm advisors on how to use the whitelabeled SaaS Fintech PlatformProduced marketing videos and web-based demos for national distribution of our investment products and platform

New York, Ny, Us

Designed and built all-inclusive user guide for the SaaS Fintech for use by BlackRock and joint venture partners

San Francisco, California, Us

FutureAdvisor acquired by BlackRock.Created process for rapid response to customer queries and product requestsAnalyzed portfolio, investor and sales data for marketing strategy at the granular investor level for this fast-growing machine learning FinTech startup

Co founded a business specializing in franchise investment opportunities, specifically Subway RestaurantsSecured capital backing via convertible note upon location acquisition

Gathered data via phone calls and research and compiled it into excel and the fireside terminal to understand trends.Created graphic designs of trends relevant to the district via economic data.Fielded phone calls from constituents and assisted with personal issues involving Medicare and Medicaid with regard to the Affordable Care Act, and assisted constituents with issues involving housing and foreclosures.Worked alongside non-profits in the community, attracting attention to causes including Veterans Affairs and Wounded Vet rehabilitation through golfing.

Zurich, Ch

Analyzed hundreds of companies technically and fundamentally to decide if the adviser should invest in them. Developed skills and ability to determine trends through the use of stochastic indicators including the Relative Strength Index, Moving Average Convergence Divergence chart, and Bollinger Bands.Regularly accompanied Wealth Advisers to meet with clients to go over their specific portfolio and evaluate the performance of it against the industry standard benchmarks.Assisted wealth advisers with fund allocation in portfolios via my technical analysis, streamlining the advisers’ choices and adding 2% profit in 3 weeks which sustained throughout the duration of the internshipPitched companies to advisers based on fundamental and technical equity research.Helped clients better understand their respective IRA/401k/403b options and what positions may be best for their individual needs.

Conducted property research to help investors with decisions on capital allocation.Evaluated duplexes, 4-plexes, and single family houses for suitability of profitable short term or long term investing.Met with tenants to discuss issues and fix the problems that would occur.Received rent from tenants and helped create payment plans for those who had difficulty having the lump sum by the monthly collection date.

Master Of Business Administration - Full Time Mba

Bachelor'S Degree Double Major, Economics And Communications