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Andy M. Email & Phone Number

One step at a time at PlanPILOT
Location: Chicago, Illinois, United States 6 work roles 4 schools
1 work email found @cicc.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@cicc.com
LinkedIn Profile matched
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Current company
PlanPILOT
Role
One step at a time
Location
Chicago, Illinois, United States
Company size
9 employees

Who is Andy M.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Andy M. is listed as One step at a time at PlanPILOT, a with 9 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at cicc.com and a matched LinkedIn profile for Andy M..

Andy M. previously worked as Investment Analyst at Planpilot and Investment Analyst Intern at Planpilot. Andy M. holds Master Of Science, Actuarial Science from Columbia University In The City Of New York.

Company email context

Email format at PlanPILOT

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*@cicc.com
68% confidence

AeroLeads found 1 current-domain work email signal for Andy M.. Compare company email patterns before reaching out.

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Profile bio

About Andy M.

Andy M. is a One step at a time at PlanPILOT. He possess expertise in presentation skills, financial advisory, social media, corporate finance, capital iq and 29 more skills.

Listed skills include Presentation Skills, Financial Advisory, Social Media, Corporate Finance, and 30 others.

Current workplace

Andy M.'s current company

Company context helps verify the profile and gives searchers a useful next step.

PlanPILOT
Planpilot
One step at a time
chicago, illinois, united states
Website
planpilot.com
Employees
9
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Company profile
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6 roles

Andy M. work experience

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

Investment Analyst

Current
Planpilot

Chicago, Il

Feb 2024 - Present

Investment Analyst Intern

Planpilot

Chicago, Il

Asset allocation, portfolio management, strategy analysis

Jan 2023 - Dec 2023

Investment Banking Intern

Cicc

Beijing, China

Select M&A experience:¥1.4TN Merger of SinoChem and ChemChina¥23BN Merger of China Gezgouba Group Corporation and China Energy Engineering Corporation£300MN Daimler’s divestiture of passenger vehicle plant to Great Wall Motors$90MN China Tobacco Hong Kong’s acquisition of Alliance One International’s supplier businessSelect Financing Experience:¥3BN IM Motor’s follow-on offering¥300MN HAOMO.AI’s follow-on offering

Mar 2021 - Dec 2021

Investment Banking Intern

Huatai Securities Co.,Ltd.

Shanghai, China

¥2.5BN Initial Public Offering of a wastewater treatment company specialized in green community construction, equipment manufacturing and B2B tech servicesResearched the green equipment manufacturing & services industry, composed business and financial comparable analysisComposed report on China's green tech industry in 1H2020 with focus on waste-water treatment and civilian solar-powered-community solutionsDCF- and comp-based valuation

Mar 2020 - Aug 2020

Equity Research Intern

Aegon Asset Management

Shanghai, China

Consumer equity research at AEGON's Chinese fund management joint venture, Aegon Industrial Fund Management Co.Performed stock pitch in the consumer and consumer tech spaceResearched supply chain, market positioning, competitive edge and technology in the home appliance and phone component sectors Note taking for three IPO and Private Placement roadshows in the advanced equipments, smart appliance, industrial automation sectorsTwo stock pitches received PM approval, developed enhanced IM with supervision- selections were later added to portfolio

Dec 2019 - Mar 2020

Investment Banking Intern

Huaan Securities Co. Ltd.

Shanghai, China

IPO of an industrial automation company on the STAR market of SHExResearched industry growth trends, in-depth comp analysis of market leadersComposed operational overview and risks of the issuer in the Prospectus with supervisionAutomated the indexation and archiving of issuer contracts, financials, and equipments, accelerated process by 14 days, first draft received pass from the compliance group

Mar 2019 - Sep 2019
Team & coworkers

Colleagues at PlanPILOT

Other employees you can reach at planpilot.com. View company contacts for 9 employees →

JH Jessica H. Jessica H. Colleague at PlanpilotChicago, Illinois, United States View → MK Mengting K. Mengting K. Colleague at PlanpilotChicago, Illinois, United States View → TL Tom Loftus Tom Loftus Colleague at PlanpilotArlington Heights, Illinois, United States View → SH Scott Hemerda Scott Hemerda Colleague at PlanpilotDenver Metropolitan Area, United States View → MO Mark Olsen Mark Olsen Colleague at PlanpilotGreater Chicago Area, United States View → MC Maggie Coll Maggie Coll Colleague at PlanpilotGreater Chicago Area, United States View → BK Bill Karsten Bill Karsten Colleague at PlanpilotGreater Chicago Area, United States View →
4 education records

Andy M. education

Master Of Science, Actuarial Science

Columbia University In The City Of New York

Student Marshal - annuity valuation, survivorship modeling and forecasting, data analytics, factor modeling, trading strategy, signal.

Bachelor'S Degree, Applied Mathematics And Economics

University Of California, Los Angeles

Machine learning, convex optimization, linear algebra, differential equations, data analytics. Credit Suisse case competition.

FAQ

Frequently asked questions about Andy M.

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

What company does Andy M. work for?

Andy M. works for PlanPILOT.

What is Andy M.'s role at PlanPILOT?

Andy M. is listed as One step at a time at PlanPILOT.

What is Andy M.'s email address?

AeroLeads has found 1 work email signal at @cicc.com for Andy M. at PlanPILOT.

Where is Andy M. based?

Andy M. is based in Chicago, Illinois, United States while working with PlanPILOT.

What companies has Andy M. worked for?

Andy M. has worked for Planpilot, Cicc, Huatai Securities Co.,Ltd., Aegon Asset Management, and Huaan Securities Co. Ltd..

Who are Andy M.'s colleagues at PlanPILOT?

Andy M.'s colleagues at PlanPILOT include Jessica H., Mengting K., Tom Loftus, Scott Hemerda, and Mark Olsen.

How can I contact Andy M.?

You can use AeroLeads to view verified contact signals for Andy M. at PlanPILOT, including work email, phone, and LinkedIn data when available.

What schools did Andy M. attend?

Andy M. holds Master Of Science, Actuarial Science from Columbia University In The City Of New York.

What skills is Andy M. known for?

Andy M. is listed with skills including Presentation Skills, Financial Advisory, Social Media, Corporate Finance, Capital Iq, Financial And Operational Modeling, Valuation, and Numerical Analysis.

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