Andrew Hoffman Email & Phone Number

Saint Petersburg, FL, US

Clearwater, Florida, United States

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride.

Clearwater, Florida, United States

New York, New York, United States

Researcher for the Industrials, Materials, and Energy sector team within the 'Forum' Division.Prepared industry-focused and firm-specific research reports within global packaging, manufacturing, oil and gas, aerospace and defense, airlines, national home builders, raw materials, and commodities.

New York

Member of the Healthcare team. Reported on the execution of block trades, including price, quantity, and time of execution for exchange members.

Boston, Massachusetts, United States

Focus: Supranational Blue Bond Forecasting.Research Consultant through Brandeis International Business School Field Projects.

Boston, Massachusetts, United States

Focus: Blockchain Research for FDIC National Advisory Committee on Community Banking (CBAC).Research Consultant through Brandeis International Business School Field Projects.

Braintree, Massachusetts, United States

Door-to-door salesman for ReadyRefresh by Nestle water delivery services across Massachusetts and Rhode Island.

Philadelphia, Pennsylvania, United States

Screened, tracked, and assisted in rebalancing underlying assets of exchange-traded funds with Morningstar and Bloomberg, facilitating the production of fund-related analyses, comparisons, and financial reporting.Maintained financial models of funds, ensuring the accuracy of information, including historical and projected risk/returns, asset cash flows.

London, United Kingdom

Research Team: modeled DCF valuations for analyst reports on General Electric, Carnival Cruise Lines, and small-cap securities on the LSE Alternative Investment Market.Finance Team: evaluated financial reporting systems, accounting, and collection procedures to provide recommendations for changes to operating systems and budgets.Forex and Model Portfolio.

Wellesley, Massachusetts

~ Firm formerly known as Progressive Asset Management Boston ~Evaluated and recommended various exchange-traded funds and mutual funds by calculating exposure to ESG factors, future impact on portfolio performance, risk and return.Collaborated with marketing staff to integrate and complement marketing strategies across multiple sales channels to generate.

Cape Town, South Africa

Modeled investment proposals for various renewable energy developments across the African continent including what would become one* of the largest utility-scale solar farms within the African continent. *South African REIPPP initiative (Proposal: 5MW, Estimated project size $275MM).Key aspects of project development include project development cost.

Clearwater, Florida

May 2018 to June 2018:Reported directly to the Managing Director of Portfolio Management - a Founding Partner and the top advisor at SPGA by AUM.Designed and established new client marketing and onboarding funnel.Responsible for setting up new CRM and social media on Facebook, Twitter, and LinkedIn including marketing and new posts.

Clearwater, Florida

May 2017 to June 2017:Assisted a team of Financial Advisors to transition their business from Morgan Stanley Wealth Management to Steward Partners Global Advisors.Contacted clients about the team’s transition and assisted in processing new account paperwork, helping clients with setting up internet access, and helping the advisors track client contacts and.

Ontario, Canada

Counselor:Organized and promoted interest in recreational activities such as arts, sports, camping, and hobbies.Cared for and instructed a cabin of a dozen children aged 6-8 in health and personal habits, such as eating, resting, and toilet habitsSail Instructor:Adapted teaching methods and instructional materials to meet kids' varying needs and.

Bachelor'S Degree, Business

Activities and Societies: International Business School (IBS) Scholar, Captain of Brandeis Sailing Team, Alumni Chair of Zeta Beta Tau.

Investment Finance

Studied finance foundation theory: risk and return, investments, portfolio construction, and valuation. Practiced excel techniques.

Master Of Arts, International Finance And Economics