Andres Navas is a highly qualified professional, working in Transamerica as a Investment Analyst since 2016. This expert gained professional experience in more than five positions at various companies. Andres Navas went to the New York University and received education there from 2015 to 2016. This person has such professional qualifications as Financial Industry Regulatory Authority (Finra), Series 7, and Series 66. New York, New York is the area, where this professional was known to live. Andres's phone and email are easily accessed through this website on demand.
Name variants:
Andres Navas
Last updated Jul 02, 2024
Contact Information
Workplace
Investment Analyst
Linthicum Heights, MD
Industry
Business Services at Non-Commercial Site
Colleagues
Work History
Investment Analyst
Maryland
Conducting investment analysis and applying quantitative screening guidelines on the investment options offered for institutional market defined contribution retirement plans.
Using return...
May 2016 — Dec 2017
Product Specialist - Investment Products and Services
1585 Broadway, New York, NY 10003
Educated financial advisors firm-wide on using specialized financial planning software to create financial plans in order to add value to existing client relationships as well as generate n...
Sep 2013 — Apr 2016
Client Service Representative
51 Madison Ave, New York, NY 10010
Processed various types of financial transactions on registered securities sold through NYLIFE Securities such as variable annuities, variable universal life policies and mutual funds.
Ser...
Aug 2012 — Sep 2013
Wealth Management Intern
1585 Broadway, New York, NY 10003
Partnered with a team of tenured relationship professionals to offer assistance with support functions such as extensive portfolio analysis and trade processing.
Assisted colleagues in cre...
Jan 2012 — Aug 2012
Contracts and Leasing Intern
Assisted contracts & leasing department by maintaining national accounts and leases on copiers.
Provided on-site assistance with other subsidiaries for software conversion throughout the c...
Apr 2011 — Oct 2011
Education
2015 — 2016
2007 — 2012
Occupations
Apprentice
Financial Broker
Investment Analyst
Construction
Writer
Author
Executive
Director of Product Development
Accountant
Finance and Accounting Specialist
Marketer
Product Specialist
Managers
Student Worker
Puchasing and Estimating Manager
Financial Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Marketing Manager
Skills
Analysis
Strategic Financial Planning
Microsoft Excel
Microsoft Office
Financial Analysis
Microsoft Word
Team Leadership
Securities
Monte Carlo Simulation
Retirement Planning
Money Guide Pro
Estate Planning
Asset Allocation
Erisa
FAQs about Andres Navas
What is the main profession of Andres Navas?
This professional's job is Contracts and Leasing Intern
What jobs is Andres Navas a professional at?
Andres Navas is proficient at such jobs as Apprentice.
Where is Andres Navas located?
Andres Navas is currently located in New York, New York.
Does the expert have the email address?
an**@transamerica.com is The professional's email address.
Where did Andres Navas work?
This person worked at Transamerica, Morgan Stanley.
What education does Andres Navas have?
Andres studied at the New York University from 2015 to 2016.
What are the certifications of Andres Navas?
The professional received the following certifications: Financial Industry Regulatory Authority (Finra), Series 7, and Series 66.
What languages does Andres Navas speak?
Andres Navas speaks English and Spanish.